SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 145,349 Value ($000) $3,911 Avg Close — Range —
Q3 2025
Shares 145,346 Value ($000) $3,828 Avg Close — Range —
Q2 2025
Shares 144,542 Value ($000) $3,533 Avg Close — Range —
Q1 2025
Shares 142,598 Value ($000) $3,149 Avg Close — Range —
Q4 2024
Shares 142,598 Value ($000) $3,305 Avg Close — Range —
Q3 2024
Shares 51,002 Value ($000) $3,460 Avg Close — Range —
Q2 2024
Shares 51,002 Value ($000) $3,277 Avg Close — Range —
Q1 2024
Shares 51,788 Value ($000) $3,214 Avg Close — Range —
Q4 2023
Shares 51,675 Value ($000) $2,914 Avg Close — Range —
Q3 2023
Shares 59,563 Value ($000) $3,014 Avg Close — Range —
Q2 2023
Shares 60,192 Value ($000) $3,152 Avg Close — Range —
Q1 2023
Shares 61,879 Value ($000) $2,993 Avg Close — Range —
Q4 2022
Shares 61,879 Value ($000) $2,794 Avg Close — Range —