Beaumont Financial Advisors, LLC Schwab Charles Corp Transaction History

Beaumont Financial Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	BUY	$70.03 - $78.9 $9,594 - $10,809	137 Added 3.16%	4,479 $330,000
Q1 2024 May 10, 2024	BUY	$61.89 - $72.38 $3,342 - $3,908	54 Added 1.26%	4,342 $314,000
Q4 2023 Jan 31, 2024	BUY	$49.33 - $70.98 $5,524 - $7,949	112 Added 2.68%	4,288 $295,000
Q3 2023 Nov 01, 2023	BUY	$54.2 - $67.94 $650 - $815	12 Added 0.29%	4,176 $229,000
Q2 2023 Aug 02, 2023	BUY	$47.37 - $57.14 $14,732 - $17,770	311 Added 8.07%	4,164 $236,000
Q1 2023 May 08, 2023	BUY	$51.91 - $85.6 $6,904 - $11,384	133 Added 3.58%	3,853 $201,000
Q4 2022 Jan 25, 2023	BUY	$67.43 - $83.26 $250,839 - $309,727	3,720 New	3,720 $0

2,081

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $134B
Description
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.