Schwab Strategic Tr us dividend eq shares owned by Beaumont Financial Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Beaumont Financial Partners
from 13F filings
Historical chart of Beaumont Financial Partners investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Beaumont Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $1.1M | 16k | 66.43 |
| 2022-06-30 | $878k | 12k | 71.64 |
| 2022-03-31 | $971k | 12k | 78.87 |
| 2021-12-31 | $988k | 12k | 80.80 |
| 2021-09-30 | $916k | 12k | 74.26 |
| 2021-06-30 | $1.0M | 13k | 75.62 |
| 2021-03-31 | $916k | 13k | 72.95 |
| 2020-12-31 | $849k | 13k | 64.15 |
| 2020-09-30 | $979k | 18k | 55.30 |
| 2020-06-30 | $935k | 18k | 51.76 |
| 2020-03-31 | $596k | 13k | 44.95 |
| 2019-12-31 | $765k | 13k | 57.89 |
| 2019-09-30 | $527k | 9.6k | 54.74 |
| 2017-03-31 | $436k | 9.8k | 44.54 |
| 2016-12-31 | $426k | 9.8k | 43.52 |
| 2016-09-30 | $386k | 9.1k | 42.26 |
| 2016-06-30 | $294k | 7.1k | 41.45 |
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