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

Dumont & Blake Investment Advisors LLC

$358 Million
Q2 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 26,467 shares of SCHG stock, worth $851,443. This represents 0.22% of its overall portfolio holdings.

Number of Shares

26,467

Previous 25,431 4.07%

Holding current value

$851,443

Previous $636,000 21.54%

% of portfolio

0.22%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$22.27 - $29.21 $23,071 - $30,261	1,036 Added 4.07%	26,467 $773,000
Q1 2025 Apr 08, 2025	SELL	$24.91 - $29.02 $42,695 - $49,740	-1,714 Reduced 6.31%	25,431 $636,000
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

1,603

Shares Held

815M

Call Options Held

606K

Put Options Held

163K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

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.

Account

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