Charles Schwab Corporation shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $278k | 2.9k | 95.46 |
| 2025-06-30 | $264k | 2.9k | 91.23 |
| 2025-03-31 | $215k | 2.8k | 78.27 |
| 2024-12-31 | $201k | 2.7k | 74.01 |
| 2024-06-30 | $330k | 4.5k | 73.69 |
| 2024-03-31 | $314k | 4.3k | 72.34 |
| 2023-12-31 | $295k | 4.3k | 68.80 |
| 2023-09-30 | $229k | 4.2k | 54.90 |
| 2023-06-30 | $236k | 4.2k | 56.68 |
| 2023-03-31 | $202k | 3.9k | 52.38 |
| 2022-12-31 | $310k | 3.7k | 83.26 |
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