Skip to content
Disclosery

Northwest Capital Management Inc: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northwest Capital Management Inc on SCHD, newest first. How the timeline and the estimate are built.

Northwest Capital Management Inc held 4,470 SCHD shares at 2025-12-31 per its 13F-HR filed 2026-01-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 4,470 shares
    Change vs previous 13F -109,072 shares

    0.53% of the 13F portfolio, value $122,612.

    13F-HR 0001580642-26-000402 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 113,542 shares
    Change vs previous 13F -123,283 shares

    3.26% of the 13F portfolio, value $3,099,697.

    13F-HR 0001580642-25-006634 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 236,825 shares
    Change vs previous 13F -80,262 shares

    3.4% of the 13F portfolio, value $6,275,863.

    13F-HR 0001580642-25-004483 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 317,087 shares
    Change vs previous 13F +171,727 shares

    3.64% of the 13F portfolio, value $8,865,753.

    13F-HR 0001580642-25-002705 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 145,360 shares
    Change vs previous 13F +96,715 shares

    1.7% of the 13F portfolio, value $3,971,235.

    13F-HR 0001580642-25-000734 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F/A 48,645 shares
    Change vs previous 13F -165 shares

    1.48% of the 13F portfolio, value $4,111,962.

    13F-HR/A 0001580642-24-006174 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 48,810 shares
    Change vs previous 13F -189 shares

    1.38% of the 13F portfolio, value $3,795,466.

    13F-HR 0001580642-24-003593 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 48,999 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $3,950,789.

    13F-HR 0001580642-24-002061 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).