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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
2024-06-30 $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

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)
Apple (AAPL)
Microsoft Corporation (MSFT)
SPDR S&P MidCap 400 ETF Trust Ind (MDY)
Schwab S&P 500 Index Fund Ind (SWPPX)
iShares DJ Select Dividend Ind Etf (DVY)
iShares Russell 2000 Index Fun Ind (IWM)
Vanguard High Dividend Yield E Etf (VYM)
iShares S&P 500 Growth Etf (IVW)
iShares S&P Smallcap 600/BARRA Etf (IJT)
Amazon (AMZN)
iShares Russell Microcap Index Ind (IWC)
Alphabet Inc Class A cs (GOOGL)

View all positions for Dumont & Blake Investment Advisors

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Morgan Stanley
Bank of America Corporation
Fisher Investments

View all funds holding Charles Schwab Corporation