Beaumont Financial Advisors, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 77,248 shares of SCHG stock, worth $2.2 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

77,248

Previous 19,312 300.0%

Holding current value

$2.2 Million

Previous $2.01 Million 7.01%

% of portfolio

0.19%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$25.93 - $105.3 $1.5 Million - $6.1 Million	57,936 Added 300.0%	77,248 $2.15 Million
Q3 2024 Oct 09, 2024	SELL	$92.63 - $105.69 $160,805 - $183,477	-1,736 Reduced 8.25%	19,312 $2.01 Million
Q2 2024 Jul 24, 2024	SELL	$87.04 - $101.61 $30,289 - $35,360	-348 Reduced 1.63%	21,048 $2.12 Million
Q1 2024 May 10, 2024	SELL	$80.6 - $93.32 $123,479 - $142,966	-1,532 Reduced 6.68%	21,396 $1.98 Million
Q4 2023 Jan 31, 2024	SELL	$70.08 - $83.37 $671,786 - $799,184	-9,586 Reduced 29.48%	22,928 $1.9 Million
Q3 2023 Nov 01, 2023	SELL	$71.99 - $78.02 $50,393 - $54,614	-700 Reduced 2.11%	32,514 $2.36 Million
Q2 2023 Aug 02, 2023	SELL	$63.6 - $74.95 $167,013 - $196,818	-2,626 Reduced 7.33%	33,214 $2.49 Million
Q1 2023 May 08, 2023	SELL	$54.19 - $65.17 $2.19 Million - $2.64 Million	-40,442 Reduced 53.02%	35,840 $2.34 Million
Q4 2022 Jan 25, 2023	BUY	$54.31 - $60.76 $4.14 Million - $4.63 Million	76,282 New	76,282 $0

Others Institutions Holding SCHG

# of Institutions

1,371

Shares Held

1.89B

Call Options Held

167K

Put Options Held

96.6K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Beaumont Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History