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

Dumont & Blake Investment Advisors LLC

  • $334 Million
  • Q1 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 12,610 shares of SCHX stock, worth $276,915. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,610
Previous 18,175 30.62%
Holding current value
$276,915
Previous $421,000 34.44%
% of portfolio
0.08%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
$21.75 - $24.28 $121,038 - $135,118
-5,565 Reduced 30.62%
12,610 $276,000
Q4 2024

Jan 23, 2025
BUY
$22.4 - $68.28 $267,657 - $815,877
11,949 Added 191.92%
18,175 $421,000
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
1,480
Shares Held
1.08B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
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