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 $951,947. This represents 0.08% of its overall portfolio holdings.

Number of Shares

33,986

Previous 11,732 189.69%

Holding current value

$951,947

Previous $991,000 6.36%

% of portfolio

0.08%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$26.93 - $84.95 $599,300 - $1.89 Million	22,254 Added 189.69%	33,986 $928,000
Q3 2024 Oct 09, 2024	SELL	$77.02 - $85.06 $73,014 - $80,636	-948 Reduced 7.48%	11,732 $991,000
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

# of Institutions

1,820

Shares Held

420M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Beaumont Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History