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

Beaumont Financial Advisors, LLC

  • $1.06 Billion
  • Q1 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 51,788 shares of SCHX stock, worth $3.4 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
51,788
Previous 51,675 0.22%
Holding current value
$3.4 Million
Previous $2.91 Million 10.26%
% of portfolio
0.3%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.01 - $48.16 $2.72 Million - $2.98 Million
61,879 New
61,879 $0

Others Institutions Holding SCHX

# of Institutions
1,261
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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