Howland Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Hold
15,332
0.02% 210
2025
Q1
$429K Sell
15,332
-289
-2% -$8.08K 0.02% 208
2024
Q4
$427K Sell
15,621
-2,400
-13% -$65.6K 0.02% 220
2024
Q3
$508K Sell
18,021
-4,827
-21% -$136K 0.02% 204
2024
Q2
$598K Buy
22,848
+13,233
+138% +$347K 0.03% 178
2024
Q1
$258K Buy
+9,615
New +$258K 0.01% 242