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

Beaumont Financial Advisors, LLC

$1.11 Billion
Q3 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 51,002 shares of SCHX stock, worth $1.19 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

51,002

Previous 51,002 -0.0%

Holding current value

$1.19 Million

Previous $3.28 Million 5.62%

% of portfolio

0.31%

Previous 0.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	SELL	$58.7 - $64.78 $46,138 - $50,917	-786 Reduced 1.52%	51,002 $3.28 Million
Q1 2024 May 10, 2024	BUY	$55.41 - $62.08 $6,261 - $7,015	113 Added 0.22%	51,788 $3.21 Million
Q4 2023 Jan 31, 2024	SELL	$48.47 - $56.6 $382,331 - $446,460	-7,888 Reduced 13.24%	51,675 $2.91 Million
Q3 2023 Nov 01, 2023	SELL	$50.36 - $54.21 $31,676 - $34,098	-629 Reduced 1.04%	59,563 $3.01 Million
Q2 2023 Aug 02, 2023	SELL	$47.67 - $52.37 $80,419 - $88,348	-1,687 Reduced 2.73%	60,192 $3.15 Million
Q4 2022 Jan 25, 2023	BUY	$42.25 - $48.16 $2.61 Million - $2.98 Million	61,879 New	61,879 $0

Others Institutions Holding SCHX

# of Institutions

1,351

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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