Schwab U S Large Cap Growth ETF shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 19k | 104.18 |
| 2024-06-30 | $2.1M | 21k | 100.84 |
| 2024-03-31 | $2.0M | 21k | 92.72 |
| 2023-12-31 | $1.9M | 23k | 82.96 |
| 2023-09-30 | $2.4M | 33k | 72.72 |
| 2023-06-30 | $2.5M | 33k | 74.95 |
| 2023-03-31 | $2.3M | 36k | 65.17 |
| 2022-12-31 | $4.2M | 76k | 55.56 |
More positions owned by Beaumont Financial Advisors
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