Dumont & Blake Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Dumont & Blake Investment Advisors LLC

$393 Million
Q4 2025

A detailed history of Dumont & Blake Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 10,915 shares of SCHX stock, worth $289,684. This represents 0.07% of its overall portfolio holdings.

Number of Shares

10,915

Previous 10,901 0.13%

Holding current value

$289,684

Previous $287,000 0.7%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	BUY	$25.85 - $27.19 $361 - $380	14 Added 0.13%	10,915 $289,000
Q3 2025 Oct 17, 2025	SELL	$24.46 - $26.5 $52,393 - $56,763	-2,142 Reduced 16.42%	10,901 $287,000
Q2 2025 Jul 29, 2025	BUY	$19.6 - $24.44 $8,486 - $10,582	433 Added 3.43%	13,043 $318,000
Q1 2025 Apr 08, 2025	SELL	$21.75 - $24.28 $121,038 - $135,118	-5,565 Reduced 30.62%	12,610 $276,000
Q4 2024 Jan 23, 2025	BUY	$22.4 - $68.28 $267,657 - $815,877	11,949 Added 191.92%	18,175 $421,000

Q3 2024 Oct 23, 2024	SELL	$61.11 - $67.85 $415,059 - $460,837	-6,792 Reduced 52.17%	6,226 $422,000
Q2 2024 Jul 23, 2024	BUY	$58.7 - $64.78 $359,772 - $397,036	6,129 Added 88.97%	13,018 $836,000
Q1 2024 Apr 17, 2024	BUY	$55.41 - $62.08 $381,719 - $427,669	6,889 New	6,889 $427,000

Others Institutions Holding SCHX

# of Institutions

1,645

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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Dumont & Blake Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History