Beaumont Financial Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 11,296 shares of SCHA stock, worth $569,092. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,296
Previous 11,657
3.1%
Holding current value
$569,092
Previous $573,000
6.63%
% of portfolio
0.05%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.11 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$602 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$530 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$371 Million0.51% of portfolio