Charles Schwab Corporation shares owned by Beaumont Financial Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Beaumont Financial Partners
from 13F filings
Historical chart of Beaumont Financial Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Beaumont Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $266k | 3.7k | 71.89 |
| 2022-06-30 | $232k | 3.7k | 63.13 |
| 2022-03-31 | $284k | 3.4k | 84.40 |
| 2021-12-31 | $283k | 3.4k | 84.10 |
| 2021-09-30 | $242k | 3.3k | 72.80 |
| 2021-06-30 | $246k | 3.4k | 72.91 |
| 2021-03-31 | $217k | 3.3k | 65.28 |
More positions owned by Beaumont Financial Partners
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