Dumont & Blake Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Dumont & Blake Investment Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$855K	Buy
2025 Q2	$773K	Buy
2025 Q1	$637K	Sell
2024 Q4	$757K	Sell
2024 Q3	$712K	Sell
2024 Q2	$1.38M	Buy
2024 Q1	$589K	Buy
2023 Q4	$247K	Buy