Beaumont Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q3 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 33,092 shares of SCHD stock, worth $901,426. This represents 0.07% of its overall portfolio holdings.

Number of Shares
33,092
Previous 33,580 1.45%
Holding current value
$901,426
Previous $889,000 1.57%
% of portfolio
0.07%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$26.38 - $27.95 $12,873 - $13,639
-488 Reduced 1.45%
33,092 $903,000
Q2 2025

Jul 16, 2025
SELL
$24.32 - $27.87 $6,055 - $6,939
-249 Reduced 0.74%
33,580 $889,000
Q1 2025

May 12, 2025
SELL
$27.01 - $28.54 $4,240 - $4,480
-157 Reduced 0.46%
33,829 $945,000
Q4 2024

Jan 17, 2025
BUY
$26.93 - $84.95 $599,300 - $1.89 Million
22,254 Added 189.69%
33,986 $928,000
Q3 2024

Oct 09, 2024
SELL
$77.02 - $85.06 $73,014 - $80,636
-948 Reduced 7.48%
11,732 $991,000
Q2 2024

Jul 24, 2024
SELL
$75.81 - $80.15 $10,310 - $10,900
-136 Reduced 1.06%
12,680 $985,000
Q1 2024

May 10, 2024
SELL
$75.25 - $80.63 $20,693 - $22,173
-275 Reduced 2.1%
12,816 $1.03 Million
Q4 2023

Jan 31, 2024
SELL
$66.9 - $76.32 $2,207 - $2,518
-33 Reduced 0.25%
13,091 $996,000
Q3 2023

Nov 01, 2023
SELL
$70.63 - $75.66 $11,583 - $12,408
-164 Reduced 1.23%
13,124 $928,000
Q2 2023

Aug 02, 2023
SELL
$69.18 - $73.94 $7,333 - $7,837
-106 Reduced 0.79%
13,288 $964,000
Q1 2023

May 08, 2023
SELL
$70.28 - $78.03 $17,288 - $19,195
-246 Reduced 1.8%
13,394 $979,000
Q4 2022

Jan 25, 2023
BUY
$67.16 - $79.06 $916,062 - $1.08 Million
13,640 New
13,640 $0

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
866M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email