Schwab Strategic Tr us lrg cap etf shares owned by Dumont & Blake Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Dumont & Blake Investment Advisors
from 13F filings
Historical chart of Dumont & Blake Investment Advisors investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Dumont & Blake Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $287k | 11k | 26.34 |
| 2025-06-30 | $319k | 13k | 24.44 |
| 2025-03-31 | $278k | 13k | 22.08 |
| 2024-12-31 | $421k | 18k | 23.18 |
| 2024-06-30 | $836k | 13k | 64.25 |
| 2024-03-31 | $428k | 6.9k | 62.06 |
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