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 63,563 shares of SCHX stock, worth $4.17 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

63,563

Previous 38,739 64.08%

Holding current value

$4.17 Million

Previous $1.73 Million 55.61%

% of portfolio

0.26%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	N/A	24,824 Added 64.08%	63,563 $2.69 Million
Q1 2022 May 09, 2022	BUY	N/A	19,369 Added 99.99%	38,739 $2.09 Million
Q3 2021 Nov 12, 2021	SELL	N/A	-300 Reduced 1.53%	19,370 $2.02 Million
Q1 2021 May 04, 2021	SELL	N/A	-25 Reduced 0.13%	19,670 $1.89 Million
Q4 2020 Feb 08, 2021	SELL	N/A	-1,055 Reduced 5.08%	19,695 $1.79 Million

Q3 2020 Nov 02, 2020	BUY	N/A	788 Added 3.95%	20,750 $1.67 Million
Q2 2020 Aug 05, 2020	SELL	N/A	-2,445 Reduced 10.91%	19,962 $1.48 Million
Q1 2020 May 08, 2020	BUY	N/A	18,002 Added 408.67%	22,407 $1.37 Million
Q4 2019 Feb 06, 2020	BUY	N/A	4,405 New	4,405 $338,000

Others Institutions Holding SCHX

# of Institutions

1,259

Shares Held

426M

Call Options Held

40.4K

Put Options Held

1.4K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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