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

Dumont & Blake Investment Advisors LLC

  • $330 Million
  • Q1 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 6,351 shares of SCHG stock, worth $655,613. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,351
Previous 2,982 112.98%
Holding current value
$655,613
Previous $247,000 138.06%
% of portfolio
0.18%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,186
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
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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