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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.1M | 12k | 95.47 |
| 2025-06-30 | $1.1M | 12k | 91.24 |
| 2025-03-31 | $894k | 11k | 78.28 |
| 2024-12-31 | $841k | 11k | 74.01 |
| 2024-06-30 | $1.7M | 23k | 73.69 |
| 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 |
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