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 63,563 shares of SCHX stock, worth $1.42 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

63,563

Previous 38,739 64.08%

Holding current value

$1.42 Million

Previous $1.73 Million 55.61%

% of portfolio

0.26%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $1.05 Million - $1.27 Million	24,824 Added 64.08%	63,563 $2.69 Million
Q1 2022 May 09, 2022	BUY	$49.51 - $57.27 $958,959 - $1.11 Million	19,369 Added 99.99%	38,739 $2.09 Million
Q3 2021 Nov 12, 2021	SELL	$51.52 - $54.94 $15,456 - $16,482	-300 Reduced 1.53%	19,370 $2.02 Million
Q1 2021 May 04, 2021	SELL	$44.9 - $48.34 $1,122 - $1,208	-25 Reduced 0.13%	19,670 $1.89 Million
Q4 2020 Feb 08, 2021	SELL	$39.35 - $45.48 $41,514 - $47,981	-1,055 Reduced 5.08%	19,695 $1.79 Million
Q3 2020 Nov 02, 2020	BUY	$37.26 - $43.03 $29,360 - $33,907	788 Added 3.95%	20,750 $1.67 Million
Q2 2020 Aug 05, 2020	SELL	$29.25 - $38.76 $71,516 - $94,768	-2,445 Reduced 10.91%	19,962 $1.48 Million
Q1 2020 May 08, 2020	BUY	$26.61 - $40.52 $479,033 - $729,441	18,002 Added 408.67%	22,407 $1.37 Million
Q4 2019 Feb 06, 2020	BUY	$34.42 - $38.54 $151,620 - $169,768	4,405 New	4,405 $338,000

Others Institutions Holding SCHX

# of Institutions

1,477

Shares Held

1.08B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Beaumont Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History