Charles Schwab Corporation shares owned by Howard Financial Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Howard Financial Services
from 13F filings
Historical chart of Howard Financial Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Howard Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 16k | 95.47 |
| 2025-06-30 | $1.5M | 16k | 91.24 |
| 2025-03-31 | $1.3M | 16k | 78.28 |
| 2024-12-31 | $1.2M | 16k | 74.01 |
| 2024-09-30 | $1.0M | 16k | 64.81 |
| 2024-06-30 | $1.0M | 14k | 73.69 |
| 2024-03-31 | $2.9M | 40k | 72.34 |
| 2023-12-31 | $3.4M | 50k | 68.80 |
| 2023-09-30 | $165k | 50k | 3.30 |
| 2023-06-30 | $2.9M | 51k | 56.68 |
| 2023-03-31 | $2.0M | 38k | 52.38 |
| 2019-12-31 | $452k | 9.5k | 47.57 |
| 2019-09-30 | $293k | 7.0k | 41.87 |