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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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All positions including Charles Schwab Corporation held by Howard Financial Services consolidated in one spreadsheet with up to 7 years of data

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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
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