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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap 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 Strategic Tr us lrg cap etf by Dumont & Blake Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $836k 13k 64.25
2024-03-31 $428k 6.9k 62.06

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)
Apple (AAPL)
Microsoft Corporation (MSFT)
SPDR S&P MidCap 400 ETF Trust Ind (MDY)
Schwab S&P 500 Index Fund Ind (SWPPX)
iShares DJ Select Dividend Ind Etf (DVY)
iShares Russell 2000 Index Fun Ind (IWM)
Vanguard High Dividend Yield E Etf (VYM)
iShares S&P 500 Growth Etf (IVW)
iShares S&P Smallcap 600/BARRA Etf (IJT)
Amazon (AMZN)
iShares Russell Microcap Index Ind (IWC)
Alphabet Inc Class A cs (GOOGL)

View all positions for Dumont & Blake Investment Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

Creative Planning
Moneta Group Investment Advisors
Us Bancorp
Sei Investments
HBK Sorce Advisory
Sage Financial
Wealth Enhancement Advisory Services
Northwestern Mutual Wealth Management Company
HPM Partners
Envestnet Asset Management
Campbell Wealth Management
Mercer Global Advisors
Diversified
Prime Capital Investment Advisors
HighTower Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf