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

Beaumont Financial Advisors, LLC

$1.11 Billion
Q3 2024

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 11,732 shares of SCHD stock, worth $322,278. This represents 0.09% of its overall portfolio holdings.

Number of Shares

11,732

Previous 12,680 7.48%

Holding current value

$322,278

Previous $985,000 0.61%

% of portfolio

0.09%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,761

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

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.

Account

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