Lipe & Dalton

SEC CIK: 0001570396
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

SCHW holding history

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

SCHW overview All 13F holders of SCHW Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2023

Holdings of SCHW by Lipe & Dalton, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−11,532−100.0%	Sold out	Holders
Q3 2023	11,532	$633.0K	0.4%	+7,732+203.5%	Added	Holders
Q2 2023	3,800	$215.0K	0.1%	+3,800	New	Holders