Beaumont Financial Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Beaumont Financial Partners, LLC
- $1.04 Billion
- Q3 2022
A detailed history of Beaumont Financial Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 15,806 shares of SCHD stock, worth $435,929. This represents 0.1% of its overall portfolio holdings.
Number of Shares
15,806
Previous 12,256
28.97%
Holding current value
$435,929
Previous $878,000
19.59%
% of portfolio
0.1%
Previous 0.08%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio