DBIA
Dumont & Blake Investment Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
11,556
+140
| +1% | +$12.8K | 0.28% | 84 |
|
|
2025
Q1 | $894K | Buy |
11,416
+55
| +0.5% | +$4.31K | 0.25% | 98 |
|
|
2024
Q4 | $841K | Sell |
11,361
-25
| -0.2% | -$1.85K | 0.23% | 103 |
|
|
2024
Q3 | $738K | Sell |
11,386
-11,386
| -50% | -$738K | 0.2% | 119 |
|
|
2024
Q2 | $1.68M | Buy |
22,772
+11,448
| +101% | +$844K | 0.24% | 103 |
|
|
2024
Q1 | $819K | Buy |
11,324
+255
| +2% | +$18.4K | 0.24% | 101 |
|
|
2023
Q4 | $762K | Sell |
11,069
-115
| -1% | -$7.92K | 0.24% | 109 |
|
|
2023
Q3 | $614K | Buy |
11,184
+85
| +0.8% | +$4.67K | 0.21% | 115 |
|
|
2023
Q2 | $629K | Buy |
+11,099
| New | +$629K | 0.2% | 115 |
|