Howard Capital Management Inc.

Position in SCHW — Schwab Charles Corp

CIK 1733173 ROSWELL, GA

Position in SCHW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,088,878

+$561,745 QoQ

Shares Held

11,801

+110.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,176

of 2,304 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Howard Capital Management Inc. holds $15,456,228 across 5 Capital Markets names. SCHW ranks #4 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	113,281	$9,859,978
2	GS	Goldman Sachs Group Inc	2,181	$2,205,797
3	MS	Morgan Stanley	8,674	$1,813,212
4	SCHW	Schwab Charles Corp This page	11,801	$1,088,878
5	HOOD	Robinhood Markets, Inc.	4,870	$488,363

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,088,878	11,801	+110.4%	Shares	Sole	2026-07-28
2026-03-31	$527,133	5,609	-50.1%	Shares	Sole	2026-05-05
2025-12-31	$1,122,888	11,239	+0.3%	Shares	Sole	2026-01-23
2025-09-30	$1,069,550	11,203	+3.3%	Shares	Sole	2025-11-04
2025-06-30	$989,862	10,849	+35.0%	Shares	Sole	2025-08-01
2025-03-31	$629,136	8,037	-11.5%	Shares	Sole	2025-05-08
2024-12-31	$672,084	9,081	+7.5%	Shares	Sole	2025-02-04
2024-09-30	$547,579	8,449	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.