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 $145,688. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,226
Previous 13,018 52.17%
Holding current value
$145,688
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

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