Beaumont Financial Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 22,925 shares of SCHA stock, worth $609,805. This represents 0.05% of its overall portfolio holdings.

Number of Shares

22,925

Previous 10,348 121.54%

Holding current value

$609,805

Previous $532,000 11.28%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$25.33 - $51.16 $318,575 - $643,439	12,577 Added 121.54%	22,925 $592,000
Q3 2024 Oct 09, 2024	SELL	$46.9 - $51.96 $44,461 - $49,258	-948 Reduced 8.39%	10,348 $532,000
Q2 2024 Jul 24, 2024	SELL	$45.24 - $49.04 $16,331 - $17,703	-361 Reduced 3.1%	11,296 $535,000
Q1 2024 May 10, 2024	BUY	$44.84 - $49.24 $3,363 - $3,693	75 Added 0.65%	11,657 $573,000
Q4 2023 Jan 31, 2024	SELL	$38.13 - $48.02 $105,010 - $132,247	-2,754 Reduced 19.21%	11,582 $547,000
Q3 2023 Nov 01, 2023	SELL	$40.85 - $46.1 $19,240 - $21,713	-471 Reduced 3.18%	14,336 $593,000
Q2 2023 Aug 02, 2023	SELL	$39.91 - $43.82 $96,262 - $105,693	-2,412 Reduced 14.01%	14,807 $648,000
Q1 2023 May 08, 2023	BUY	$39.82 - $46.36 $79 - $92	2 Added 0.01%	17,219 $721,000
Q4 2022 Jan 25, 2023	BUY	$38.25 - $43.54 $658,550 - $749,628	17,217 New	17,217 $0

Others Institutions Holding SCHA

# of Institutions

1,237

Shares Held

271M

Call Options Held

66.4K

Put Options Held

2.7K

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About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Beaumont Financial Advisors, LLC Schwab Strategic Tr Us Small C Transaction History