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advised by HOWARD FINANCIAL SERVICES, LTD.
Texas, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | WEST LAKE | Texas | United States | no | 8-16514 |
| $4.2M |
| 1 |
| $500,000 |
| 0.0% |
| yes |
| H•• I• F••• L• |
| Apr 30, 2024 | $4.2M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Apr 29, 2024 | $4.2M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Mar 25, 2024 | $4.2M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Mar 25, 2024 | $4.2M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Mar 30, 2023 | $4.0M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Jul 7, 2022 | $4.2M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Mar 25, 2022 | $4.2M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Jan 28, 2022 | $3.9M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Dec 6, 2021 | $3.9M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| May 11, 2021 | $3.9M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Mar 31, 2021 | $3.9M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Jul 31, 2020 | $4.1M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Jun 30, 2020 | $4.1M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| May 27, 2020 | $4.1M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Mar 30, 2020 | $4.1M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Jun 20, 2019 | $3.9M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| May 30, 2019 | $3.9M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Mar 29, 2019 | $3.9M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| May 30, 2018 | $3.4M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Mar 31, 2018 | $3.4M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Sep 29, 2017 | $3.9M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Aug 2, 2017 | $3.9M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Feb 13, 2017 | $3.9M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Sep 8, 2016 | $4.0M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| May 9, 2016 | $4.0M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Mar 31, 2016 | $4.0M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Dec 21, 2015 | $4.6M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Aug 13, 2015 | $4.6M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| May 29, 2015 | $4.6M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Mar 30, 2015 | $4.6M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Oct 23, 2014 | $4.5M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Aug 27, 2014 | $4.5M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Jul 31, 2014 | $4.5M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Mar 13, 2014 | $4.5M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Dec 5, 2013 | $4.5M | 1 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Jul 25, 2013 | $0 | 0 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Mar 26, 2013 | $0 | 0 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Oct 23, 2012 | $0 | 0 | $500,000 | 0.0% | yes | H•• I• F••• L• |
| Oct 23, 2012 | $0 | 0 | $500,000 | 0.0% | yes | H•• I• F••• L• |