Beaumont Financial Partners, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 40,142 shares of SCHG stock, worth $950,963. This represents 0.21% of its overall portfolio holdings.
Number of Shares
40,142Holding current value
$950,963% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,485Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$37 Billion97.59% of portfolio
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Envestnet Asset Management Inc42.5MShares$1.01 Billion0.39% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$943 Million2.34% of portfolio
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Mather Group, Llc. Chicago, IL39.2MShares$929 Million14.24% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$904 Million1.41% of portfolio