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

Howland Capital Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$588K	Buy	18,550 +3,224	+21%	+$102K	0.02%	198
2026 Q1	$470K	Hold	15,326	–	–	0.02%	204
2025 Q4	$420K	Hold	15,326	–	–	0.02%	206
2025 Q3	$418K	Sell	15,326 -6	-0%	-$164	0.02%	209
2025 Q2	$406K	Hold	15,332	–	–	0.02%	210
2025 Q1	$429K	Sell	15,332 -289	-2%	-$8.06K	0.02%	208
2024 Q4	$427K	Sell	15,621 -2,400	-13%	-$68.2K	0.02%	220
2024 Q3	$508K	Sell	18,021 -4,827	-21%	-$132K	0.02%	204
2024 Q2	$598K	Buy	22,848 +13,233	+138%	+$344K	0.03%	178
2024 Q1	$258K	Buy	+9,615	New	+$248K	0.01%	242

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Howland Capital Management's SCHD Position: Q2 2026 in Review

Howland Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 21% in Q2 2026, buying an estimated $102K and bringing the position to 18,550 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #198.

Howland Capital Management first reported a position in SCHD in Q1 2024 and has held it in 10 quarters since. The position peaked at $598K in Q2 2024. 604 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Howland Capital Management held 18,550 shares of Schwab US Dividend Equity ETF worth $588K as of Q2 2026.
Howland Capital Management bought 3,224 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $102K.
Schwab US Dividend Equity ETF made up 0.02% of Howland Capital Management's portfolio in Q2 2026, its #198 holding.
Howland Capital Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 10 quarters since.
Howland Capital Management's Schwab US Dividend Equity ETF position peaked at $598K in Q2 2024.
604 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.