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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Dumont & Blake Investment Advisors

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Dumont & Blake Investment Advisors from 13F filings

Historical chart of Dumont & Blake Investment Advisors investment in Sch Fnd Us Lg Etf schwb fdt us lg

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Us Lg Etf schwb fdt us lg 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 Sch Fnd Us Lg Etf schwb fdt us lg by Dumont & Blake Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $326k 4.8k 67.39

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Microsoft Corporation (MSFT)
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iShares DJ Select Dividend Ind Etf (DVY)
Schwab S&P 500 Index Fund Ind (SWPPX)
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Amazon (AMZN)
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View all positions for Dumont & Blake Investment Advisors

Top funds holding Sch Fnd Us Lg Etf schwb fdt us lg

Charles Schwab Investment Advisory
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Ameriprise Financial
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Charles Schwab Investment Management
Callan Capital
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Charles Schwab Trust
Lee Financial

View all funds holding Sch Fnd Us Lg Etf schwb fdt us lg