Beaumont Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Beaumont Financial Partners, LLC
- $1.04 Billion
- Q3 2022
A detailed history of Beaumont Financial Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 40,142 shares of SCHG stock, worth $1.16 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
40,142Holding current value
$1.16 Million% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,310Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$325 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$316 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$282 Million13.14% of portfolio
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Sei Investments CO Oaks, PA9.56MShares$276 Million1.33% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$140 Million5.48% of portfolio