HOWARD FINANCIAL SERVICES, LTD. SCHD Holdings History
HOWARD FINANCIAL SERVICES, LTD.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, HOWARD FINANCIAL SERVICES, LTD. held 2.03 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $53.85 Mil. This investment constitutes 7.08% of their stock portfolio, and HOWARD FINANCIAL SERVICES, LTD. now holds 0.08% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q4. And since then HOWARD FINANCIAL SERVICES, LTD. has made 19 purchases of SCHD, at an average price of $40.16, for a total of 2.13 Mil shares. In addition, there have been 7 sales at an average price of $51.08 for 101,306.00 shares. Based on historical transaction data and SCHD's current price of $27.14, HOWARD FINANCIAL SERVICES, LTD.'s estimated gain on his SCHD holdings is $-25.35 Mil, reflecting a -29.59% gain to date.
HOWARD FINANCIAL SERVICES, LTD. SCHD ($27.14) Holding Chart
HOWARD FINANCIAL SERVICES, LTD. SCHD ($27.14) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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