Back to SCHW-PJ
HOWARD FINANCIAL SERVICES, LTD. → SCHW-PJ
HOWARD FINANCIAL SERVICES, LTD. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
42
Latest value
$2.4M
Q3 2026
Peak value
$63.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q3 2025 | $16.7M |
| Q3 2025 | $2.7M |
| Q3 2025 | $16.3M |
| Q3 2025 | $1.1M |
| Q3 2025 | $54.3M |
| Q3 2025 | $2.4M |
| Q4 2025 | $1.7M |
| Q4 2025 | $21.2M |
| Q4 2025 | $2.7M |
| Q4 2025 | $17.7M |
| Q4 2025 | $1.2M |
| Q4 2025 | $53.6M |
| Q4 2025 | $2.4M |
| Q1 2026 | $1.6M |
| Q1 2026 | $20.8M |
| Q1 2026 | $2.7M |
| Q1 2026 | $20.3M |
| Q1 2026 | $1.3M |
| Q1 2026 | $59.7M |
| Q1 2026 | $2.5M |
| Q2 2026 | $2.1M |
| Q2 2026 | $1.6M |
| Q2 2026 | $27.6M |
| Q2 2026 | $27.4M |
| Q2 2026 | $2.9M |
| Q2 2026 | $2.9M |
| Q2 2026 | $23.8M |
| Q2 2026 | $23.8M |
| Q2 2026 | $1.5M |
| Q2 2026 | $1.5M |
| Q2 2026 | $61.9M |
| Q2 2026 | $60.4M |
| Q2 2026 | $2.5M |
| Q2 2026 | $2.4M |
| Q3 2026 | $1.7M |
| Q3 2026 | $32M |
| Q3 2026 | $2.9M |
| Q3 2026 | $24.8M |
| Q3 2026 | $1.4M |
| Q3 2026 | $63.8M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 87.2K | — | — |
| Q3 2026 | $63.8M | 1.96M | — | — |
| Q3 2026 | $1.4M | 39.8K | — | — |
| Q3 2026 | $24.8M | 460.7K | — | — |
| Q3 2026 | $2.9M | 80.4K | — | — |
| Q3 2026 | $32M | 890.0K | — | — |
| Q3 2026 | $1.7M | 17.8K | — | — |
| Q2 2026 | $2.4M | 88.3K | — | — |
| Q2 2026 | $2.5M | 91.7K | — | — |
| Q2 2026 | $60.4M | 1.90M | — | — |
| Q2 2026 | $61.9M | 1.95M | — | — |
| Q2 2026 | $1.5M | 39.7K | — | — |
| Q2 2026 | $1.5M | 39.7K | — | — |
| Q2 2026 | $23.8M | 450.6K | — | — |
| Q2 2026 | $23.8M | 451.3K | — | — |
| Q2 2026 | $2.9M | 80.7K | — | — |
| Q2 2026 | $2.9M | 81.2K | — | — |
| Q2 2026 | $27.4M | 811.1K | — | — |
| Q2 2026 | $27.6M | 816.7K | — | — |
| Q2 2026 | $1.6M | 17.3K | — | — |
| Q2 2026 | $2.1M | 22.3K | — | — |
| Q1 2026 | $2.5M | 101.0K | — | — |
| Q1 2026 | $59.7M | 1.95M | — | — |
| Q1 2026 | $1.3M | 39.7K | — | — |
| Q1 2026 | $20.3M | 415.0K | — | — |
| Q1 2026 | $2.7M | 81.8K | — | — |
| Q1 2026 | $20.8M | 713.0K | — | — |
| Q1 2026 | $1.6M | 17.5K | — | — |
| Q4 2025 | $2.4M | 101.7K | — | — |
| Q4 2025 | $53.6M | 1.96M | — | — |
| Q4 2025 | $1.2M | 36.9K | — | — |
| Q4 2025 | $17.7M | 391.5K | — | — |
| Q4 2025 | $2.7M | 81.9K | — | — |
| Q4 2025 | $21.2M | 648.6K | — | — |
| Q4 2025 | $1.7M | 17.4K | — | — |
| Q3 2025 | $2.4M | 101.0K | — | — |
| Q3 2025 | $54.3M | 1.99M | — | — |
| Q3 2025 | $1.1M | 36.8K | — | — |
| Q3 2025 | $16.3M | 378.7K | — | — |
| Q3 2025 | $2.7M | 80.9K | — | — |
| Q3 2025 | $16.7M | 524.9K | — | — |
| Q3 2025 | $1.5M | 16.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B