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 $2.4 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
30,978
Previous 6,267 394.3%
Holding current value
$2.4 Million
Previous $393,000 377.1%
% of portfolio
0.18%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
N/A
24,711 Added 394.3%
30,978 $1.88 Million
Q2 2022

Aug 04, 2022
BUY
N/A
20 Added 0.32%
6,267 $393,000
Q2 2021

Aug 04, 2021
SELL
N/A
-285 Reduced 4.36%
6,247 $0
Q1 2021

May 04, 2021
SELL
N/A
-739 Reduced 10.16%
6,532 $486,000
Q4 2020

Feb 08, 2021
SELL
N/A
-200 Reduced 2.68%
7,271 $496,000
Q3 2020

Nov 02, 2020
SELL
N/A
-1,085 Reduced 12.68%
7,471 $414,000
Q2 2020

Aug 05, 2020
SELL
N/A
-3,635 Reduced 29.82%
8,556 $450,000
Q1 2020

May 08, 2020
BUY
N/A
12,191 New
12,191 $514,000

Others Institutions Holding SCHM

# of Institutions
903
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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