Beaumont Financial Advisors, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 51,002 shares of SCHX stock, worth $3.46 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
51,002
Previous 51,788
1.52%
Holding current value
$3.46 Million
Previous $3.21 Million
1.96%
% of portfolio
0.3%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,317Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$970 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$849 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$718 Million25.33% of portfolio