Dumont & Blake Investment Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.16M | Hold |
|
|||||
|
2025
Q3 | $1.11M | Buy |
|
|||||
|
2025
Q2 | $1.05M | Buy |
|
|||||
|
2025
Q1 | $894K | Buy |
|
|||||
|
2024
Q4 | $841K | Sell |
|
|||||
|
2024
Q3 | $738K | Sell |
|
|||||
|
2024
Q2 | $1.68M | Buy |
|
|||||
|
2024
Q1 | $819K | Buy |
|
|||||
|
2023
Q4 | $762K | Sell |
|
|||||
|
2023
Q3 | $614K | Buy |
|
|||||
|
2023
Q2 | $629K | Buy |
|