Beaumont Financial Advisors, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 33,986 shares of SCHD stock, worth $944,470. This represents 0.08% of its overall portfolio holdings.
Number of Shares
33,986
Previous 11,732
189.69%
Holding current value
$944,470
Previous $991,000
6.36%
% of portfolio
0.08%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,919Shares Held
789MCall Options Held
4.7MPut Options Held
2.08M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio