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Schwab U S Small Cap ETF shares owned by Beaumont Financial Partners

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Beaumont Financial Partners from 13F filings

Historical chart of Beaumont Financial Partners investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Beaumont Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Beaumont Financial Partners

Quarter filed Position value Share count Share price at filing
2022-09-30 $655k 17k 37.80
2017-03-31 $238k 3.8k 62.90
2016-12-31 $231k 3.8k 61.57
2016-09-30 $210k 3.7k 57.46

More positions owned by Beaumont Financial Partners

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Md Cap (IJH)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
McDonald's Corporation (MCD)
Lowe's Companies (LOW)
Amazon (AMZN)
Ishares Tr S&P SML 600 GRTH (IJT)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)

View all positions for Beaumont Financial Partners

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Bank of America Corporation
Sei Investments
Advisory Alpha
Mercer Global Advisors
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Aurum Wealth Management Group
Envestnet Asset Management
Savant Capital Management
UBS Group
Steele Capital Management
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Small Cap ETF