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DFPG Investments, LLC

SEC CIK
0001504665
Latest filing
Jan 10, 2024

SCHW holding history

Schwab Charles Corp in every 13F filed by DFPG Investments, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q4 2023 holdings

Shares (Q4 2023)
194,056
Value
$13.0M
% of portfolio
1.0%
Quarters held
4
Since Q1 2023
Holdings of SCHW by DFPG Investments, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2023194,056$13.0M1.0%+19,447+11.1%AddedHolders
Q3 2023174,609$9.46M0.9%+9,590+5.8%AddedHolders
Q2 2023165,019$10.9M1.0%+78,447+90.6%AddedHolders
Q1 202386,572$4.53M0.5%+86,572NewHolders