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Schwab Strategic Tr us dividend eq shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 13k 80.63
2023-12-31 $997k 13k 76.13
2023-09-30 $929k 13k 70.76
2023-06-30 $965k 13k 72.62
2023-03-31 $980k 13k 73.16
2022-12-31 $1.0M 14k 75.54

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View all positions for Beaumont Financial Advisors

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Advisory
Morgan Stanley
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq