Dumont & Blake Investment Advisors’s Charles Schwab SCHW Stock Holding History

Dumont & Blake Investment Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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