Schwab U S Small Cap ETF shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $537k | 19k | 27.90 |
| 2025-06-30 | $474k | 19k | 25.30 |
| 2025-03-31 | $466k | 20k | 23.43 |
| 2024-12-31 | $593k | 23k | 25.86 |
| 2024-09-30 | $533k | 10k | 51.50 |
| 2024-06-30 | $536k | 11k | 47.45 |
| 2024-03-31 | $574k | 12k | 49.24 |
| 2023-12-31 | $547k | 12k | 47.24 |
| 2023-09-30 | $594k | 14k | 41.42 |
| 2023-06-30 | $649k | 15k | 43.80 |
| 2023-03-31 | $722k | 17k | 41.93 |
| 2022-12-31 | $698k | 17k | 40.51 |
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