DUMONT & BLAKE INVESTMENT ADVISORS LLC

Position in SCHW — Schwab Charles Corp

CIK 1287618 PRINCETON, NJ

Position in SCHW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,013,770

-$62,207 QoQ

Shares Held

10,987

-4.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,205

of 2,304 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

DUMONT & BLAKE INVESTMENT ADVISORS LLC holds $5,678,181 across 3 Capital Markets names. SCHW ranks #3 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	29,467	$2,564,807
2	GS	Goldman Sachs Group Inc	2,076	$2,099,604
3	SCHW	Schwab Charles Corp This page	10,987	$1,013,770

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,013,770	10,987	-4.0%	Shares	Sole	2026-08-07
2026-03-31	$1,075,977	11,449	-1.3%	Shares	Sole	2026-04-28
2025-12-31	$1,158,856	11,599	0.0%	Shares	Sole	2026-01-29
2025-09-30	$1,107,356	11,599	+0.4%	Shares	Sole	2025-10-17
2025-06-30	$1,054,369	11,556	+1.2%	Shares	Sole	2025-07-29
2025-03-31	$893,644	11,416	+0.5%	Shares	Sole	2025-04-08
2024-12-31	$840,827	11,361	-0.2%	Shares	Sole	2025-01-23
2024-09-30	$737,926	11,386	-50.0%	Shares	Sole	2024-10-23
2024-06-30	$1,678,068	22,772	+101.1%	Shares	Sole	2024-07-24
2024-03-31	$819,178	11,324	+2.3%	Shares	Sole	2024-04-17
2023-12-31	$761,547	11,069	-1.0%	Shares	Sole	2024-01-23
2023-09-30	$614,001	11,184	+0.8%	Shares	Sole	2023-10-30
2023-06-30	$629,091	11,099	—	Shares	Sole	2023-08-03
No filing history on record for this holder in this stock.