Beaumont Financial Advisors, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 33,543 shares of SCHV stock, worth $917,736. This represents 0.08% of its overall portfolio holdings.

Number of Shares

33,543

Previous 11,235 198.56%

Holding current value

$917,736

Previous $902,000 3.1%

% of portfolio

0.08%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$25.79 - $80.4 $575,323 - $1.79 Million	22,308 Added 198.56%	33,543 $874,000
Q3 2024 Oct 09, 2024	SELL	$73.43 - $80.37 $119,911 - $131,244	-1,633 Reduced 12.69%	11,235 $902,000
Q2 2024 Jul 24, 2024	SELL	$71.74 - $75.86 $35,798 - $37,854	-499 Reduced 3.73%	12,868 $953,000
Q1 2024 May 10, 2024	SELL	$68.82 - $75.98 $140,392 - $154,999	-2,040 Reduced 13.24%	13,367 $1.02 Million
Q4 2023 Jan 31, 2024	SELL	$61.16 - $70.24 $418,701 - $480,863	-6,846 Reduced 30.76%	15,407 $1.08 Million
Q3 2023 Nov 01, 2023	SELL	$64.45 - $69.39 $87,523 - $94,231	-1,358 Reduced 5.75%	22,253 $1.43 Million
Q2 2023 Aug 02, 2023	SELL	$63.33 - $67.21 $286,884 - $304,461	-4,530 Reduced 16.1%	23,611 $1.58 Million
Q1 2023 May 08, 2023	SELL	$62.59 - $69.3 $97,828 - $108,315	-1,563 Reduced 5.26%	28,141 $1.85 Million
Q4 2022 Jan 25, 2023	BUY	$59.13 - $69.24 $1.76 Million - $2.06 Million	29,704 New	29,704 $0

Others Institutions Holding SCHV

# of Institutions

871

Shares Held

302M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Beaumont Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History