Dumont & Blake Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
13,043
+433
| +3% | +$10.6K | 0.08% | 160 |
|
|
2025
Q1 | $278K | Sell |
12,610
-5,565
| -31% | -$123K | 0.08% | 163 |
|
|
2024
Q4 | $421K | Sell |
18,175
-503
| -3% | -$11.7K | 0.11% | 146 |
|
|
2024
Q3 | $422K | Sell |
18,678
-20,376
| -52% | -$461K | 0.11% | 149 |
|
|
2024
Q2 | $836K | Buy |
39,054
+18,387
| +89% | +$394K | 0.12% | 145 |
|
|
2024
Q1 | $428K | Buy |
+20,667
| New | +$428K | 0.12% | 143 |
|