Schwab Strategic Tr us dividend eq shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $992k | 12k | 84.53 |
| 2024-06-30 | $986k | 13k | 77.76 |
| 2024-03-31 | $1.0M | 13k | 80.63 |
| 2023-12-31 | $997k | 13k | 76.13 |
| 2023-09-30 | $929k | 13k | 70.76 |
| 2023-06-30 | $965k | 13k | 72.62 |
| 2023-03-31 | $980k | 13k | 73.16 |
| 2022-12-31 | $1.0M | 14k | 75.54 |
More positions owned by Beaumont Financial Advisors
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Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq