Schwab S&p 500 Select shares owned by Dumont & Blake Investment Advisors
Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Dumont & Blake Investment Advisors
from 13F filings
Historical chart of Dumont & Blake Investment Advisors investment in Schwab S&p 500 Select
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Quarterly reported holdings in Schwab S&p 500 Select by Dumont & Blake Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $16M | 194k | 84.26 |
| 2024-03-31 | $7.8M | 97k | 80.81 |
| 2023-12-31 | $7.2M | 98k | 73.10 |
| 2023-09-30 | $6.5M | 98k | 66.42 |
| 2023-06-30 | $6.8M | 99k | 68.67 |
| 2023-03-31 | $6.2M | 99k | 63.16 |
| 2022-12-31 | $5.8M | 99k | 58.76 |
| 2022-09-30 | $5.5M | 99k | 55.53 |
| 2022-06-30 | $5.8M | 99k | 58.38 |
| 2022-03-31 | $6.8M | 98k | 69.59 |
| 2021-12-31 | $7.1M | 98k | 72.94 |
| 2021-09-30 | $6.4M | 97k | 66.55 |
| 2021-06-30 | $6.4M | 97k | 66.17 |
| 2021-03-31 | $5.9M | 97k | 60.96 |
| 2020-12-31 | $5.5M | 96k | 57.42 |
| 2020-09-30 | $5.0M | 96k | 52.14 |
| 2020-06-30 | $4.6M | 96k | 47.88 |
| 2020-03-31 | $3.8M | 95k | 39.71 |
| 2019-12-31 | $5.0M | 101k | 49.39 |
| 2019-09-30 | $4.6M | 99k | 46.17 |
| 2019-06-30 | $4.5M | 100k | 45.40 |
| 2019-03-31 | $4.3M | 99k | 43.53 |
| 2018-12-31 | $3.7M | 97k | 38.31 |
| 2018-09-30 | $4.3M | 94k | 45.53 |
| 2018-06-30 | $4.0M | 94k | 42.27 |
| 2018-03-31 | $3.8M | 94k | 40.87 |
| 2017-12-31 | $3.8M | 93k | 41.19 |
| 2017-09-30 | $3.6M | 91k | 39.31 |
| 2017-06-30 | $3.4M | 90k | 37.63 |
| 2017-03-31 | $3.2M | 89k | 36.49 |
| 2016-12-31 | $3.0M | 88k | 34.42 |
| 2016-09-30 | $2.9M | 86k | 34.00 |
| 2016-06-30 | $2.6M | 82k | 31.97 |
| 2016-03-31 | $2.6M | 82k | 31.97 |
| 2015-12-31 | $2.5M | 80k | 31.56 |
| 2015-09-30 | $2.3M | 77k | 30.44 |
| 2015-06-30 | $2.5M | 77k | 32.54 |
| 2015-03-31 | $2.4M | 75k | 32.45 |
| 2014-12-31 | $2.4M | 74k | 32.16 |
| 2014-09-30 | $2.3M | 73k | 31.23 |
| 2014-06-30 | $2.2M | 73k | 30.89 |
| 2014-03-31 | $2.1M | 73k | 29.36 |
| 2013-12-31 | $2.0M | 70k | 28.85 |
| 2013-09-30 | $1.8M | 67k | 26.57 |
| 2013-03-31 | $1.5M | 61k | 24.55 |
| 2012-12-31 | $1.3M | 58k | 22.19 |
| 2012-09-30 | $1.3M | 59k | 22.77 |
| 2012-06-30 | $1.2M | 56k | 21.41 |
| 2012-03-31 | $1.2M | 53k | 22.03 |
| 2011-12-31 | $1.1M | 54k | 19.56 |
| 2011-09-30 | $967k | 54k | 17.88 |
| 2011-03-31 | $1.2M | 57k | 20.71 |
More positions owned by Dumont & Blake Investment Advisors
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