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Charles Schwab Corporation shares owned by Dumont & Blake Investment Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Dumont & Blake Investment Advisors from 13F filings

Historical chart of Dumont & Blake Investment Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Dumont & Blake Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Dumont & Blake Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $819k 11k 72.34
2023-12-31 $762k 11k 68.84
2023-09-30 $614k 11k 54.90
2023-06-30 $629k 11k 56.67

More positions owned by Dumont & Blake Investment Advisors

SPDR S&P 500 ETF Trust Ind (SPY)
Invesco QQQ Trust Series 1 Ind (QQQ)
Invesco S&P 500 Equal Weight E Ind (RSP)
Microsoft Corporation (MSFT)
Apple (AAPL)
SPDR S&P MidCap 400 ETF Trust Ind (MDY)
iShares DJ Select Dividend Ind Etf (DVY)
Schwab S&P 500 Index Fund Ind (SWPPX)
iShares Russell 2000 Index Fun Ind (IWM)
Vanguard High Dividend Yield E Etf (VYM)
iShares Russell Microcap Index Ind (IWC)
iShares S&P 500 Growth Etf (IVW)
iShares S&P Smallcap 600/BARRA Etf (IJT)
Amazon (AMZN)
iShares MSCI EAFE Index Etf (EFA)

View all positions for Dumont & Blake Investment Advisors

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation