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

Dumont & Blake Investment Advisors LLC

  • $349 Million
  • Q4 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 27,145 shares of SCHG stock, worth $776,075. This represents 0.22% of its overall portfolio holdings.

Number of Shares
27,145
Previous 6,833 297.26%
Holding current value
$776,075
Previous $711,000 6.33%
% of portfolio
0.22%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$25.93 - $105.3 $526,690 - $2.14 Million
20,312 Added 297.26%
27,145 $756,000
Q3 2024

Oct 23, 2024
SELL
$92.63 - $105.69 $631,366 - $720,383
-6,816 Reduced 49.94%
6,833 $711,000
Q2 2024

Jul 23, 2024
BUY
$87.04 - $101.61 $635,217 - $741,549
7,298 Added 114.91%
13,649 $1.38 Million
Q1 2024

Apr 17, 2024
BUY
$80.6 - $93.32 $271,541 - $314,395
3,369 Added 112.98%
6,351 $588,000
Q4 2023

Jan 23, 2024
BUY
$70.08 - $83.37 $208,978 - $248,609
2,982 New
2,982 $247,000

Others Institutions Holding SCHG

# of Institutions
1,389
Shares Held
1.95B
Call Options Held
167K
Put Options Held
96.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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