Beaumont Financial Advisors, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 19,312 shares of SCHG stock, worth $504,815. This represents 0.18% of its overall portfolio holdings.

Number of Shares
19,312
Previous 21,048 8.25%
Holding current value
$504,815
Previous $2.12 Million 5.23%
% of portfolio
0.18%
Previous 0.19%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,279
Shares Held
172M
Call Options Held
87.6K
Put Options Held
27.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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