Howard Financial Services
SCHW icon

Howard Financial Services’s Charles Schwab SCHW Stock Holding History

Howard Financial Services’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.74M Buy
17,835
+577
+3% +$60.8K 0.18% 53
2026
Q2 		$1.59M Sell
17,258
-229
-1% -$20.9K 0.17% 57
2026
Q1 		$1.64M Buy
17,487
+53
+0.3% +$5.2K 0.19% 57
2025
Q4 		$1.74M Buy
17,434
+1,389
+9% +$132K 0.2% 52
2025
Q3 		$1.53M Buy
16,045
+45
+0.3% +$4.27K 0.19% 53
2025
Q2 		$1.46M Buy
16,000
+17
+0.1% +$1.42K 0.19% 53
2025
Q1 		$1.25M Buy
15,983
+119
+0.8% +$9.34K 0.17% 56
2024
Q4 		$1.17M Buy
15,864
+83
+0.5% +$6.21K 0.16% 58
2024
Q3 		$1.02M Buy
15,781
+1,672
+12% +$110K 0.15% 59
2024
Q2 		$1.04M Sell
14,109
-976
-6% -$72.1K 0.17% 55
2024
Q1 		$1.09M Buy
15,085
+19
+0.1% +$1.25K 0.19% 55
2023
Q4 		$1.04M Buy
15,066
+74
+0.5% +$4.27K 0.2% 53
2023
Q3 		$823K Sell
14,992
-1,251
-8% -$75.6K 0.19% 58
2023
Q2 		$921K Buy
16,243
+3,332
+26% +$175K 0.22% 50
2023
Q1 		$676K Buy
+12,911
New +$945K 0.16% 56
2020
Q1 		– Sell
-9,501
Closed -$452K – 125
2019
Q4 		$452K Buy
9,501
+2,503
+36% +$110K 0.28% 54
2019
Q3 		$293K Buy
+6,998
New +$282K 0.19% 67

Other funds holding SCHW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Howard Financial Services's SCHW Position: Q3 2026 in Review

Howard Financial Services increased its Charles Schwab (SCHW) stake by 3.3% in Q3 2026, buying an estimated $60.8K and bringing the position to 17,835 shares worth $1.74M. The position accounts for 0.18% of the portfolio, ranked #53.

Howard Financial Services first reported a position in SCHW in Q3 2019 and has held it in 17 quarters since. 2,052 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Howard Financial Services held 17,835 shares of Charles Schwab worth $1.74M as of Q3 2026.
  • Howard Financial Services bought 577 Charles Schwab shares in Q3 2026, an estimated $60.8K.
  • Charles Schwab made up 0.18% of Howard Financial Services's portfolio in Q3 2026, its #53 holding.
  • Howard Financial Services first reported a position in Charles Schwab in Q3 2019 and has held it in 17 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.