HFS
SCHW

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
Q2 		$2.06M Buy
22,309
+4,822
+28% +$440K 0.21% 53
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Howard Financial Services's SCHW Position: Q2 2026 in Review

Howard Financial Services increased its Charles Schwab (SCHW) stake by 28% in Q2 2026, buying an estimated $440K and bringing the position to 22,309 shares worth $2.06M. The position accounts for 0.21% of the portfolio, ranked #53.

Howard Financial Services first reported a position in SCHW in Q3 2019 and has held it in 16 quarters since. 689 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Howard Financial Services held 22,309 shares of Charles Schwab worth $2.06M as of Q2 2026.
  • Howard Financial Services bought 4,822 Charles Schwab shares in Q2 2026, an estimated $440K.
  • Charles Schwab made up 0.21% of Howard Financial Services's portfolio in Q2 2026, its #53 holding.
  • Howard Financial Services first reported a position in Charles Schwab in Q3 2019 and has held it in 16 quarters since.
  • 689 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.