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

Dumont & Blake Investment Advisors LLC

  • $352 Million
  • Q3 2024

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 6,226 shares of SCHX stock, worth $148,178. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,226
Previous 13,018 52.17%
Holding current value
$148,178
Previous $836,000 49.52%
% of portfolio
0.12%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Dumont & Blake Investment Advisors LLC Portfolio

Follow Dumont & Blake Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dumont & Blake Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dumont & Blake Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email