Beaumont Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Beaumont Financial Advisors, LLC

$1.24 Billion
Q3 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 60,001 shares of SCHM stock, worth $1.75 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

60,001

Previous 60,276 0.46%

Holding current value

$1.75 Million

Previous $1.69 Million 5.21%

% of portfolio

0.14%

Previous 0.15%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$28.15 - $30.13 $7,741 - $8,285	-275 Reduced 0.46%	60,001 $1.78 Million
Q2 2025 Jul 16, 2025	SELL	$22.92 - $28.05 $58,996 - $72,200	-2,574 Reduced 4.1%	60,276 $1.69 Million
Q1 2025 May 12, 2025	SELL	$25.58 - $29.24 $81,497 - $93,158	-3,186 Reduced 4.82%	62,850 $1.65 Million
Q4 2024 Jan 17, 2025	BUY	$27.54 - $83.04 $1.22 Million - $3.68 Million	44,331 Added 204.24%	66,036 $1.83 Million
Q3 2024 Oct 09, 2024	SELL	$75.47 - $83.18 $56,074 - $61,802	-743 Reduced 3.31%	21,705 $1.8 Million

Q2 2024 Jul 24, 2024	SELL	$75.69 - $81.19 $14,154 - $15,182	-187 Reduced 0.83%	22,448 $1.75 Million
Q1 2024 May 10, 2024	SELL	$72.89 - $81.43 $8,892 - $9,934	-122 Reduced 0.54%	22,635 $1.84 Million
Q4 2023 Jan 31, 2024	SELL	$63.01 - $75.95 $174,159 - $209,925	-2,764 Reduced 10.83%	22,757 $1.71 Million
Q3 2023 Nov 01, 2023	SELL	$66.75 - $73.98 $127,025 - $140,783	-1,903 Reduced 6.94%	25,521 $1.73 Million
Q2 2023 Aug 02, 2023	SELL	$65.29 - $71.03 $213,759 - $232,552	-3,274 Reduced 10.67%	27,424 $1.95 Million
Q1 2023 May 08, 2023	SELL	$64.24 - $73.9 $22,484 - $25,865	-350 Reduced 1.13%	30,698 $2.08 Million
Q4 2022 Jan 25, 2023	BUY	$61.05 - $69.94 $1.9 Million - $2.17 Million	31,048 New	31,048 $0

Others Institutions Holding SCHM

# of Institutions

1,059

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Beaumont Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History