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Schwab Strategic Tr cmn shares owned by Beaumont Financial Partners

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Beaumont Financial Partners from 13F filings

Historical chart of Beaumont Financial Partners investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn 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 Strategic Tr cmn by Beaumont Financial Partners

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.8M 30k 58.50

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View all positions for Beaumont Financial Partners

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
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Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Moneta Group Investment Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Gemmer Asset Management
Dodds Wealth
Savant Capital Management
LPL Financial
Mokosak Advisory Group
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn