SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 60,022 Value ($000) $1,805 Avg Close — Range —
Q3 2025
Shares 60,001 Value ($000) $1,778 Avg Close — Range —
Q2 2025
Shares 60,276 Value ($000) $1,691 Avg Close — Range —
Q1 2025
Shares 62,850 Value ($000) $1,647 Avg Close — Range —
Q4 2024
Shares 66,036 Value ($000) $1,830 Avg Close — Range —
Q3 2024
Shares 21,705 Value ($000) $1,804 Avg Close — Range —
Q2 2024
Shares 22,448 Value ($000) $1,747 Avg Close — Range —
Q1 2024
Shares 22,635 Value ($000) $1,843 Avg Close — Range —
Q4 2023
Shares 22,757 Value ($000) $1,714 Avg Close — Range —
Q3 2023
Shares 25,521 Value ($000) $1,727 Avg Close — Range —
Q2 2023
Shares 27,424 Value ($000) $1,948 Avg Close — Range —
Q1 2023
Shares 30,698 Value ($000) $2,083 Avg Close — Range —
Q4 2022
Shares 31,048 Value ($000) $2,037 Avg Close — Range —