Beaumont Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 33,543 shares of SCHV stock, worth $912,705. This represents 0.08% of its overall portfolio holdings.

Number of Shares
33,543
Previous 11,235 198.56%
Holding current value
$912,705
Previous $902,000 3.1%
% of portfolio
0.08%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$25.79 - $80.4 $575,323 - $1.79 Million
22,308 Added 198.56%
33,543 $874,000
Q3 2024

Oct 09, 2024
SELL
$73.43 - $80.37 $119,911 - $131,244
-1,633 Reduced 12.69%
11,235 $902,000
Q2 2024

Jul 24, 2024
SELL
$71.74 - $75.86 $35,798 - $37,854
-499 Reduced 3.73%
12,868 $953,000
Q1 2024

May 10, 2024
SELL
$68.82 - $75.98 $140,392 - $154,999
-2,040 Reduced 13.24%
13,367 $1.02 Million
Q4 2023

Jan 31, 2024
SELL
$61.16 - $70.24 $418,701 - $480,863
-6,846 Reduced 30.76%
15,407 $1.08 Million
Q3 2023

Nov 01, 2023
SELL
$64.45 - $69.39 $87,523 - $94,231
-1,358 Reduced 5.75%
22,253 $1.43 Million
Q2 2023

Aug 02, 2023
SELL
$63.33 - $67.21 $286,884 - $304,461
-4,530 Reduced 16.1%
23,611 $1.58 Million
Q1 2023

May 08, 2023
SELL
$62.59 - $69.3 $97,828 - $108,315
-1,563 Reduced 5.26%
28,141 $1.85 Million
Q4 2022

Jan 25, 2023
BUY
$59.13 - $69.24 $1.76 Million - $2.06 Million
29,704 New
29,704 $0

Others Institutions Holding SCHV

# of Institutions
848
Shares Held
141M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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