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Northwest Quadrant Wealth Management, LLC: SCHD position timeline

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

Northwest Quadrant Wealth Management, LLC held 1,718,037 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,718,037 shares
    Change vs previous 13F +75,151 shares

    10.09% of the 13F portfolio, value $54,478,947.

    13F-HR 0001697767-26-000005 filed by Northwest Quadrant Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,642,886 shares
    Change vs previous 13F +28,701 shares

    10.48% of the 13F portfolio, value $50,403,752.

    13F-HR 0001697767-26-000002 filed by Northwest Quadrant Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,614,185 shares
    Change vs previous 13F +22,874 shares

    9.16% of the 13F portfolio, value $44,277,098.

    13F-HR 0001697767-26-000001 filed by Northwest Quadrant Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,591,311 shares
    Change vs previous 13F +66,143 shares

    9.18% of the 13F portfolio, value $43,442,789.

    13F-HR 0001697767-25-000002 filed by Northwest Quadrant Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,525,168 shares
    Change vs previous 13F +27,459 shares

    9.01% of the 13F portfolio, value $40,416,948.

    13F-HR 0001085146-25-004243 filed by Northwest Quadrant Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,497,709 shares
    Change vs previous 13F +309,252 shares

    9.83% of the 13F portfolio, value $41,875,937.

    13F-HR 0001085146-25-002927 filed by Northwest Quadrant Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,188,457 shares
    Change vs previous 13F +808,651 shares

    7.38% of the 13F portfolio, value $32,468,640.

    13F-HR 0001085146-25-001377 filed by Northwest Quadrant Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 379,806 shares
    Change vs previous 13F not available

    7.4% of the 13F portfolio, value $32,104,960.

    13F-HR 0001085146-24-004648 filed by Northwest Quadrant Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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