Schwab Strategic Tr us lrg cap etf shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 51k | 67.85 |
| 2024-06-30 | $3.3M | 51k | 64.25 |
| 2024-03-31 | $3.2M | 52k | 62.06 |
| 2023-12-31 | $2.9M | 52k | 56.40 |
| 2023-09-30 | $3.0M | 60k | 50.60 |
| 2023-06-30 | $3.2M | 60k | 52.37 |
| 2023-03-31 | $3.0M | 62k | 48.37 |
| 2022-12-31 | $2.8M | 62k | 45.15 |
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