Beaumont Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Beaumont Financial Advisors, LLC

$1.13 Billion
Q1 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 62,850 shares of SCHM stock, worth $1.71 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

62,850

Previous 66,036 4.82%

Holding current value

$1.71 Million

Previous $1.83 Million 10.01%

% of portfolio

0.15%

Previous 0.16%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$25.58 - $29.24 $81,497 - $93,158	-3,186 Reduced 4.82%	62,850 $1.65 Million
Q4 2024 Jan 17, 2025	BUY	$27.54 - $83.04 $1.22 Million - $3.68 Million	44,331 Added 204.24%	66,036 $1.83 Million
Q3 2024 Oct 09, 2024	SELL	$75.47 - $83.18 $56,074 - $61,802	-743 Reduced 3.31%	21,705 $1.8 Million
Q2 2024 Jul 24, 2024	SELL	$75.69 - $81.19 $14,154 - $15,182	-187 Reduced 0.83%	22,448 $1.75 Million
Q1 2024 May 10, 2024	SELL	$72.89 - $81.43 $8,892 - $9,934	-122 Reduced 0.54%	22,635 $1.84 Million
Q4 2023 Jan 31, 2024	SELL	$63.01 - $75.95 $174,159 - $209,925	-2,764 Reduced 10.83%	22,757 $1.71 Million
Q3 2023 Nov 01, 2023	SELL	$66.75 - $73.98 $127,025 - $140,783	-1,903 Reduced 6.94%	25,521 $1.73 Million
Q2 2023 Aug 02, 2023	SELL	$65.29 - $71.03 $213,759 - $232,552	-3,274 Reduced 10.67%	27,424 $1.95 Million
Q1 2023 May 08, 2023	SELL	$64.24 - $73.9 $22,484 - $25,865	-350 Reduced 1.13%	30,698 $2.08 Million
Q4 2022 Jan 25, 2023	BUY	$61.05 - $69.94 $1.9 Million - $2.17 Million	31,048 New	31,048 $0

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

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

News

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

Account

Beaumont Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History