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

Dumont & Blake Investment Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$269K Sell
9,140
-873
-9% -$24.9K 0.06% 167
2026
Q1 		$257K Sell
10,013
-902
-8% -$24.2K 0.06% 168
2025
Q4 		$294K Buy
10,915
+14
+0.1% +$374 0.07% 166
2025
Q3 		$287K Sell
10,901
-2,142
-16% -$54.4K 0.07% 167
2025
Q2 		$319K Buy
13,043
+433
+3% +$9.79K 0.08% 160
2025
Q1 		$278K Sell
12,610
-5,565
-31% -$130K 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% -$444K 0.11% 149
2024
Q2 		$836K Buy
39,054
+18,387
+89% +$380K 0.12% 145
2024
Q1 		$428K Buy
+20,667
New +$407K 0.12% 143

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Dumont & Blake Investment Advisors's SCHX Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 8.7% in Q2 2026, selling an estimated $24.9K and leaving 9,140 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #167.

Dumont & Blake Investment Advisors first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. The position peaked at $836K in Q2 2024. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Dumont & Blake Investment Advisors held 9,140 shares of Schwab US Large- Cap ETF worth $269K as of Q2 2026.
  • Dumont & Blake Investment Advisors sold 873 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $24.9K.
  • Schwab US Large- Cap ETF made up 0.06% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #167 holding.
  • Dumont & Blake Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • Dumont & Blake Investment Advisors's Schwab US Large- Cap ETF position peaked at $836K in Q2 2024.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.