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HOWARD FINANCIAL SERVICES, LTD.: SCHG position timeline

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

HOWARD FINANCIAL SERVICES, LTD. held 816,706 SCHG 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 816,706 shares
    Change vs previous 13F +103,718 shares

    2.76% of the 13F portfolio, value $27,637,346.

    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 712,988 shares
    Change vs previous 13F +64,427 shares

    2.34% of the 13F portfolio, value $20,769,334.

    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 648,561 shares
    Change vs previous 13F +123,705 shares

    2.47% of the 13F portfolio, value $21,156,067.

    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 524,856 shares
    Change vs previous 13F +234,959 shares

    2.05% of the 13F portfolio, value $16,748,167.

    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 289,897 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $8,467,879.

    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).