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
2024 Q2	–	Sell	-25,000	Closed	-$314K	–	164
2024 Q1	$314K	Sell	25,000 -10,000	-29%	-$659K	0.05%	118
2023 Q4	$388K	Hold	35,000	–	–	0.07%	104
2023 Q3	$149K	Hold	35,000	–	–	0.03%	139
2023 Q2	$218K	Buy	35,000 +10,000	+40%	+$524K	0.05%	127
2023 Q1	$151K	Buy	+25,000	New	+$1.83M	0.04%	133

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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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.