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Disclosery

Goodman Financial Corp: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goodman Financial Corp on SCHW, newest first. How the timeline and the estimate are built.

Goodman Financial Corp held 172,783 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,783 shares
    Change vs previous 13F +4,717 shares

    2.46% of the 13F portfolio, value $15,942,605.

    13F-HR 0001382303-26-000003 filed by Goodman Financial Corp
    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 168,066 shares
    Change vs previous 13F -30,085 shares

    2.71% of the 13F portfolio, value $15,794,759.

    13F-HR 0001382303-26-000001 filed by Goodman Financial Corp
    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 198,151 shares
    Change vs previous 13F +3,711 shares

    3.75% of the 13F portfolio, value $19,797,312.

    13F-HR 0001765380-26-000003 filed by Goodman Financial Corp
    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 194,440 shares
    Change vs previous 13F -7,940 shares

    3.61% of the 13F portfolio, value $18,563,165.

    13F-HR 0001382303-25-000002 filed by Goodman Financial Corp
    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 202,380 shares
    Change vs previous 13F -3,066 shares

    3.71% of the 13F portfolio, value $18,464,927.

    13F-HR 0001765380-25-000321 filed by Goodman Financial Corp
    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 205,446 shares
    Change vs previous 13F -2,600 shares

    3.47% of the 13F portfolio, value $16,082,200.

    13F-HR 0001765380-25-000196 filed by Goodman Financial Corp
    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 208,046 shares
    Change vs previous 13F -942 shares

    3.29% of the 13F portfolio, value $15,397,462.

    13F-HR 0001765380-25-000074 filed by Goodman Financial Corp
    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 208,988 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $13,544,379.

    13F-HR 0001765380-24-000447 filed by Goodman Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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