Dumont & Blake Investment Advisors »

Schwab Select Small Cap Index shares owned by Dumont & Blake Investment Advisors

Quarter-by-quarter ownership of Schwab Select Small Cap Index (SWSSX) shares owned by Dumont & Blake Investment Advisors from 13F filings

Historical chart of Dumont & Blake Investment Advisors investment in Schwab Select Small Cap Index

Tip: Access up to 7 years of quarterly data

All positions including Schwab Select Small Cap Index held by Dumont & Blake Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Select Small Cap Index by Dumont & Blake Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 74k 34.20
2023-12-31 $2.4M 75k 32.50
2023-09-30 $2.2M 75k 28.96
2023-06-30 $2.3M 75k 30.53
2023-03-31 $2.2M 75k 29.01
2022-12-31 $2.1M 75k 28.22
2022-09-30 $2.0M 74k 26.91
2022-06-30 $2.0M 74k 27.50
2022-03-31 $2.4M 73k 33.22
2021-12-31 $2.6M 72k 35.92
2021-09-30 $2.5M 66k 38.33
2021-06-30 $2.6M 66k 40.07
2021-03-31 $2.5M 66k 38.45
2020-12-31 $2.2M 66k 34.12
2020-09-30 $1.7M 65k 26.62
2020-06-30 $1.6M 65k 25.36
2020-03-31 $1.3M 65k 20.22
2019-12-31 $2.0M 68k 29.12
2019-09-30 $1.8M 65k 28.10
2019-06-30 $1.9M 65k 28.79
2019-03-31 $1.8M 65k 28.19
2018-12-31 $1.6M 64k 24.59
2018-09-30 $2.0M 59k 34.18
2018-06-30 $1.9M 58k 33.00
2018-03-31 $1.8M 58k 30.64
2017-12-31 $1.8M 59k 30.65
2017-09-30 $1.8M 56k 31.18
2017-06-30 $1.6M 56k 29.51
2017-03-31 $1.6M 56k 28.81
2016-12-31 $1.6M 56k 28.11
2016-09-30 $1.5M 55k 26.87
2016-06-30 $1.2M 52k 23.75
2016-03-31 $1.2M 52k 23.75
2015-12-31 $1.2M 51k 24.11
2015-09-30 $1.2M 47k 24.89
2015-06-30 $1.3M 47k 28.26
2015-03-31 $1.3M 46k 28.12
2014-12-31 $1.2M 43k 26.96
2014-09-30 $1.1M 40k 26.38
2014-06-30 $1.1M 40k 28.48
2014-03-31 $1.1M 40k 27.88
2013-12-31 $1.0M 38k 27.58
2013-09-30 $929k 35k 26.95
2013-03-31 $736k 31k 23.72
2012-12-31 $628k 30k 21.11
2012-09-30 $635k 29k 21.74
2012-06-30 $570k 28k 20.64
2012-03-31 $567k 27k 21.37
2011-12-31 $510k 27k 19.01
2011-09-30 $458k 26k 17.86
2011-03-31 $602k 26k 22.83

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 Select Small Cap Index

Dumont & Blake Investment Advisors
Carret Asset Management
Twin Capital Management
Coston, McIsaac & Partners
Main Street Group

View all funds holding Schwab Select Small Cap Index