Position in SCHW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,058,451
+$415,023 QoQ
Shares Held
22,309
+27.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#926
of 2,304 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Derivatives in SCHW
reported options exposure · as of Mar 31, 2024CallValue
$857,307
CallShares
25,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026HOWARD FINANCIAL SERVICES, LTD. holds $3,424,367 across 3 Capital Markets names. SCHW ranks #1 (60.1% of the industry book) .
All Filings in SCHW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,058,451 | 22,309 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,643,428 | 17,487 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,741,830 | 17,434 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,531,816 | 16,045 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,459,840 | 16,000 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $1,251,149 | 15,983 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,174,094 | 15,864 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,022,766 | 15,781 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,039,692 | 14,109 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,091,248 | 15,085 | Shares | Sole | 2024-04-16 | |
| 2024-03-31 | $857,307 | 25,000 | Call | Sole | 2024-04-16 | |
| 2023-12-31 | $1,036,540 | 15,066 | Shares | Sole | 2024-01-09 | |
| 2023-12-31 | $917,000 | 35,000 | Call | Sole | 2024-01-09 | |
| 2023-09-30 | $823,060 | 14,992 | Shares | Sole | 2023-10-10 | |
| 2023-09-30 | $148,755 | 35,000 | Call | Sole | 2023-10-10 | |
| 2023-06-30 | $218,394 | 35,000 | Call | Sole | 2023-07-12 | |
| 2023-06-30 | $920,653 | 16,243 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $150,750 | 25,000 | Call | Sole | 2023-04-05 | |
| 2023-03-31 | $676,278 | 12,911 | Shares | Sole | 2023-04-05 | |
| No filing history on record for this holder in this stock. | ||||||