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 12,680 shares of SCHD stock, worth $1.04 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,680
Previous 12,816 1.06%
Holding current value
$1.04 Million
Previous $1.03 Million 4.65%
% of portfolio
0.09%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

SELL
$75.81 - $80.15 $10,310 - $10,900
-136 Reduced 1.06%
12,680 $985,000
Q1 2024

May 10, 2024

SELL
$75.25 - $80.63 $20,693 - $22,173
-275 Reduced 2.1%
12,816 $1.03 Million
Q4 2023

Jan 31, 2024

SELL
$66.9 - $76.32 $2,207 - $2,518
-33 Reduced 0.25%
13,091 $996,000
Q3 2023

Nov 01, 2023

SELL
$70.63 - $75.66 $11,583 - $12,408
-164 Reduced 1.23%
13,124 $928,000
Q2 2023

Aug 02, 2023

SELL
$69.18 - $73.94 $7,333 - $7,837
-106 Reduced 0.79%
13,288 $964,000
Q1 2023

May 08, 2023

SELL
$70.28 - $78.03 $17,288 - $19,195
-246 Reduced 1.8%
13,394 $979,000
Q4 2022

Jan 25, 2023

BUY
$67.16 - $79.06 $916,062 - $1.08 Million
13,640 New
13,640 $0

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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