Skip to content
Disclosery

Northwest Quadrant Wealth Management, LLC: SCHX position timeline

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

Northwest Quadrant Wealth Management, LLC held 5,365,862 SCHX 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 5,365,862 shares
    Change vs previous 13F +71,278 shares

    29.24% of the 13F portfolio, value $157,917,320.

    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 5,294,584 shares
    Change vs previous 13F -6,550 shares

    28.22% of the 13F portfolio, value $135,753,131.

    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 5,301,134 shares
    Change vs previous 13F +66,926 shares

    29.5% of the 13F portfolio, value $142,653,509.

    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 5,234,208 shares
    Change vs previous 13F +466,171 shares

    29.12% of the 13F portfolio, value $137,869,037.

    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 4,768,037 shares
    Change vs previous 13F +32,872 shares

    25.98% of the 13F portfolio, value $116,530,829.

    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 4,735,165 shares
    Change vs previous 13F +96,681 shares

    24.54% of the 13F portfolio, value $104,552,446.

    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 4,638,484 shares
    Change vs previous 13F +3,114,768 shares

    24.45% of the 13F portfolio, value $107,520,060.

    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 1,523,716 shares
    Change vs previous 13F not available

    23.83% of the 13F portfolio, value $103,384,069.

    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).