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Schwab Strategic Tr cmn shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn 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 cmn by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 13k 75.98
2023-12-31 $1.1M 15k 70.10
2023-09-30 $1.4M 22k 64.46
2023-06-30 $1.6M 24k 67.09
2023-03-31 $1.8M 28k 65.58
2022-12-31 $2.0M 30k 66.02

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View all positions for Beaumont Financial Advisors

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Envestnet Asset Management
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Betterment
Savant Capital Management
Gemmer Asset Management
Krilogy Financial
LPL Financial
Financial Advisors
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn