SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 71,980 Value ($000) $2,348 Avg Close — Range —
Q3 2025
Shares 71,980 Value ($000) $2,297 Avg Close — Range —
Q2 2025
Shares 71,980 Value ($000) $2,103 Avg Close — Range —
Q1 2025
Shares 72,120 Value ($000) $1,806 Avg Close — Range —
Q4 2024
Shares 77,248 Value ($000) $2,153 Avg Close — Range —
Q3 2024
Shares 19,312 Value ($000) $2,012 Avg Close — Range —
Q2 2024
Shares 21,048 Value ($000) $2,122 Avg Close — Range —
Q1 2024
Shares 21,396 Value ($000) $1,984 Avg Close — Range —
Q4 2023
Shares 22,928 Value ($000) $1,902 Avg Close — Range —
Q3 2023
Shares 32,514 Value ($000) $2,364 Avg Close — Range —
Q2 2023
Shares 33,214 Value ($000) $2,489 Avg Close — Range —
Q1 2023
Shares 35,840 Value ($000) $2,336 Avg Close — Range —
Q4 2022
Shares 76,282 Value ($000) $4,238 Avg Close — Range —