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Schwab U S Large Cap Growth ETF shares owned by Dumont & Blake Investment Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Dumont & Blake Investment Advisors from 13F filings

Historical chart of Dumont & Blake Investment Advisors investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Dumont & Blake Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Dumont & Blake Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $589k 6.4k 92.73
2023-12-31 $247k 3.0k 82.83

More positions owned by Dumont & Blake Investment Advisors

SPDR S&P 500 ETF Trust Ind (SPY)
Invesco QQQ Trust Series 1 Ind (QQQ)
Invesco S&P 500 Equal Weight E Ind (RSP)
Microsoft Corporation (MSFT)
Apple (AAPL)
SPDR S&P MidCap 400 ETF Trust Ind (MDY)
iShares DJ Select Dividend Ind Etf (DVY)
Schwab S&P 500 Index Fund Ind (SWPPX)
iShares Russell 2000 Index Fun Ind (IWM)
Vanguard High Dividend Yield E Etf (VYM)
iShares Russell Microcap Index Ind (IWC)
iShares S&P 500 Growth Etf (IVW)
iShares S&P Smallcap 600/BARRA Etf (IJT)
Amazon (AMZN)
iShares MSCI EAFE Index Etf (EFA)

View all positions for Dumont & Blake Investment Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network
HighTower Advisors

View all funds holding Schwab U S Large Cap Growth ETF