Schwab Us Mid-cap Index etf shares owned by Dumont & Blake Investment Advisors
Quarter-by-quarter ownership of Schwab Us Mid-cap Index etf (SWMCX) shares owned by Dumont & Blake Investment Advisors
from 13F filings
Historical chart of Dumont & Blake Investment Advisors investment in Schwab Us Mid-cap Index etf
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Quarterly reported holdings in Schwab Us Mid-cap Index etf by Dumont & Blake Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $728k | 50k | 14.67 |
| 2025-06-30 | $680k | 9.8k | 69.62 |
| 2025-03-31 | $617k | 9.6k | 64.17 |
| 2024-12-31 | $612k | 9.2k | 66.44 |
| 2024-06-30 | $1.1M | 18k | 61.99 |
| 2024-03-31 | $562k | 8.8k | 64.14 |
| 2023-12-31 | $498k | 8.4k | 59.10 |
| 2023-09-30 | $457k | 8.6k | 53.17 |
| 2023-06-30 | $484k | 8.7k | 55.75 |
| 2023-03-31 | $451k | 8.5k | 53.22 |
| 2022-12-31 | $422k | 8.3k | 51.15 |
| 2022-09-30 | $384k | 8.1k | 47.57 |
| 2022-06-30 | $392k | 8.0k | 49.30 |
| 2022-03-31 | $442k | 7.4k | 59.35 |
| 2021-12-31 | $440k | 7.0k | 62.80 |
| 2021-09-30 | $389k | 6.4k | 60.87 |
| 2021-06-30 | $374k | 6.1k | 61.39 |
| 2021-03-31 | $325k | 5.7k | 57.07 |
| 2020-12-31 | $269k | 5.1k | 52.81 |
| 2020-09-30 | $221k | 4.9k | 44.66 |
| 2020-03-31 | $235k | 7.0k | 33.43 |
| 2019-12-31 | $300k | 6.5k | 45.85 |
| 2019-09-30 | $274k | 6.2k | 43.90 |
| 2019-06-30 | $263k | 6.0k | 43.62 |
| 2019-03-31 | $253k | 6.0k | 41.96 |
| 2018-12-31 | $217k | 6.0k | 35.99 |
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