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HOWARD FINANCIAL SERVICES, LTD.: SCHW position timeline

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

HOWARD FINANCIAL SERVICES, LTD. held 22,309 SCHW 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 22,309 shares
    Change vs previous 13F +4,822 shares

    0.21% of the 13F portfolio, value $2,058,492.

    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 17,487 shares
    Change vs previous 13F +53 shares

    0.19% of the 13F portfolio, value $1,643,448.

    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 17,434 shares
    Change vs previous 13F +1,389 shares

    0.2% of the 13F portfolio, value $1,741,803.

    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 16,045 shares
    Change vs previous 13F +45 shares

    0.19% of the 13F portfolio, value $1,531,861.

    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 16,000 shares
    Change vs previous 13F +17 shares

    0.19% of the 13F portfolio, value $1,459,868.

    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 15,983 shares
    Change vs previous 13F +119 shares

    0.17% of the 13F portfolio, value $1,251,168.

    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 15,864 shares
    Change vs previous 13F +83 shares

    0.16% of the 13F portfolio, value $1,174,106.

    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 15,781 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,022,760.

    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).