Number of Shares
289,897.00
Current Holdings Value*
$8.47 Mil
% of Portfolio
1.11%
Total Estimate Gain
$950,833.17
% of Total Estimate Gain
12.41%

HOWARD FINANCIAL SERVICES, LTD.'s Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-06-30, HOWARD FINANCIAL SERVICES, LTD. held 289,897.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $8.47 Mil. This investment constitutes 1.11% of their stock portfolio, and HOWARD FINANCIAL SERVICES, LTD. now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2025Q2. And since then HOWARD FINANCIAL SERVICES, LTD. has made 1 purchases of SCHG, at an average price of $26.42, for a total of 289,897.00 shares. Based on historical transaction data and SCHG's current price of $29.70, HOWARD FINANCIAL SERVICES, LTD.'s estimated gain on his SCHG holdings is $950,833.17, reflecting a 12.41% gain to date.

HOWARD FINANCIAL SERVICES, LTD. SCHG ($29.70) Holding Chart

HOWARD FINANCIAL SERVICES, LTD. SCHG ($29.70) 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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