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

Beaumont Financial Partners, LLC

$1.04 Billion
Q3 2022

A detailed history of Beaumont Financial Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 30,978 shares of SCHM stock, worth $898,671. This represents 0.18% of its overall portfolio holdings.

Number of Shares

30,978

Previous 6,267 394.3%

Holding current value

$898,671

Previous $393,000 377.1%

% of portfolio

0.18%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$60.5 - $72.51 $1.5 Million - $1.79 Million	24,711 Added 394.3%	30,978 $1.88 Million
Q2 2022 Aug 04, 2022	BUY	$60.91 - $76.4 $1,218 - $1,528	20 Added 0.32%	6,267 $393,000
Q2 2021 Aug 04, 2021	SELL	$74.64 - $79.12 $21,272 - $22,549	-285 Reduced 4.36%	6,247 $0
Q1 2021 May 04, 2021	SELL	$67.07 - $76.85 $49,564 - $56,792	-739 Reduced 10.16%	6,532 $486,000
Q4 2020 Feb 08, 2021	SELL	$55.93 - $68.45 $11,186 - $13,690	-200 Reduced 2.68%	7,271 $496,000
Q3 2020 Nov 02, 2020	SELL	$51.99 - $58.83 $56,409 - $63,830	-1,085 Reduced 12.68%	7,471 $414,000
Q2 2020 Aug 05, 2020	SELL	$39.01 - $57.03 $141,801 - $207,304	-3,635 Reduced 29.82%	8,556 $450,000
Q1 2020 May 08, 2020	BUY	$35.83 - $62.24 $436,803 - $758,767	12,191 New	12,191 $514,000

Others Institutions Holding SCHM

# of Institutions

975

Shares Held

163M

Call Options Held

8.1K

Put Options Held

3.6K

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 Partners, LLC, based on Form 13F filings with the SEC.

News

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

Account

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