SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

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

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

Q4 2025
Shares 31,302 Value ($000) $927 Avg Close — Range —
Q3 2025
Shares 31,387 Value ($000) $914 Avg Close — Range —
Q2 2025
Shares 31,462 Value ($000) $871 Avg Close — Range —
Q1 2025
Shares 31,674 Value ($000) $842 Avg Close — Range —
Q4 2024
Shares 33,543 Value ($000) $874 Avg Close — Range —
Q3 2024
Shares 11,235 Value ($000) $903 Avg Close — Range —
Q2 2024
Shares 12,868 Value ($000) $953 Avg Close — Range —
Q1 2024
Shares 13,367 Value ($000) $1,016 Avg Close — Range —
Q4 2023
Shares 15,407 Value ($000) $1,080 Avg Close — Range —
Q3 2023
Shares 22,253 Value ($000) $1,434 Avg Close — Range —
Q2 2023
Shares 23,611 Value ($000) $1,584 Avg Close — Range —
Q1 2023
Shares 28,141 Value ($000) $1,845 Avg Close — Range —
Q4 2022
Shares 29,704 Value ($000) $1,961 Avg Close — Range —