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 |
|