Beaumont Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Beaumont Financial Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 21,705 shares of SCHM stock, worth $599,275. This represents 0.16% of its overall portfolio holdings.
Number of Shares
21,705
Previous 22,448
3.31%
Holding current value
$599,275
Previous $1.75 Million
3.21%
% of portfolio
0.16%
Previous 0.16%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio