Schwab Strategic Tr cmn shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $903k | 11k | 80.37 |
| 2024-06-30 | $953k | 13k | 74.08 |
| 2024-03-31 | $1.0M | 13k | 75.98 |
| 2023-12-31 | $1.1M | 15k | 70.10 |
| 2023-09-30 | $1.4M | 22k | 64.46 |
| 2023-06-30 | $1.6M | 24k | 67.09 |
| 2023-03-31 | $1.8M | 28k | 65.58 |
| 2022-12-31 | $2.0M | 30k | 66.02 |
More positions owned by Beaumont Financial Advisors
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