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HOWARD FINANCIAL SERVICES, LTD.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOWARD FINANCIAL SERVICES, LTD. on SCHD, newest first. How the timeline and the estimate are built.

HOWARD FINANCIAL SERVICES, LTD. held 1,953,598 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,953,598 shares
    Change vs previous 13F +8,306 shares

    6.19% of the 13F portfolio, value $61,948,604.

    13F-HR 0001768130-26-000003 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 1,945,292 shares
    Change vs previous 13F -10,245 shares

    6.72% of the 13F portfolio, value $59,681,561.

    13F-HR 0001768130-26-000002 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 1,955,537 shares
    Change vs previous 13F -34,712 shares

    6.27% of the 13F portfolio, value $53,640,393.

    13F-HR 0001768130-26-000001 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 1,990,249 shares
    Change vs previous 13F -41,824 shares

    6.65% of the 13F portfolio, value $54,333,796.

    13F-HR 0001768130-25-000006 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 2,032,073 shares
    Change vs previous 13F -41,027 shares

    7.08% of the 13F portfolio, value $53,849,936.

    13F-HR 0001768130-25-000004 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 2,073,100 shares
    Change vs previous 13F +51,341 shares

    7.89% of the 13F portfolio, value $57,963,887.

    13F-HR 0001768130-25-000002 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 2,021,759 shares
    Change vs previous 13F +1,364,511 shares

    7.51% of the 13F portfolio, value $55,234,447.

    13F-HR 0001768130-25-000001 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 657,248 shares
    Change vs previous 13F not available

    8.02% of the 13F portfolio, value $55,557,152.

    13F-HR 0001768130-24-000008 filed by HOWARD FINANCIAL SERVICES, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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