Ownership history in HOWARD FINANCIAL SERVICES, LTD. · 29 quarters on record
This page tracks every 13F SEC filing in which HOWARD FINANCIAL SERVICES, LTD. reported a position in SCHWAB STRATEGIC TR (FNDF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 391,467 | +12,793 | +3.4% | 2.07% | $17.7M | $45.21 |
| 2025 Q3 | ADDED | 378,674 | +2,423 | +0.6% | 1.99% | $16.3M | $41.70 |
| 2025 Q2 | REDUCED | 376,251 | -4,749 | -1.2% | 1.98% | $15.1M | $38.85 |
| 2025 Q1 | REDUCED | 381,000 | -33,991 | -8.2% | 1.87% | $13.8M | $34.89 |
| 2024 Q4 | REDUCED | 414,991 | -9,465 | -2.2% | 1.87% | $13.8M | $32.06 |
| 2024 Q3 | ADDED | 424,456 | +30,672 | +7.8% | 2.29% | $15.9M | $35.04 |
| 2024 Q2 | ADDED | 393,784 | +26,357 | +7.2% | 2.26% | $13.8M | $32.85 |
| 2024 Q1 | ADDED | 367,427 | +15,839 | +4.5% | 2.25% | $13.1M | $33.09 |
| 2023 Q4 | ADDED | 351,588 | +25,399 | +7.8% | 2.29% | $11.9M | $31.35 |
| 2023 Q3 | ADDED | 326,189 | +24,430 | +8.1% | 2.37% | $10.3M | $28.74 |
As of 2025 Q4 — sorted by position size