SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 19,243 Value ($000) $548 Avg Close — Range —
Q3 2025
Shares 19,238 Value ($000) $537 Avg Close — Range —
Q2 2025
Shares 18,718 Value ($000) $474 Avg Close — Range —
Q1 2025
Shares 19,891 Value ($000) $466 Avg Close — Range —
Q4 2024
Shares 22,925 Value ($000) $593 Avg Close — Range —
Q3 2024
Shares 10,348 Value ($000) $533 Avg Close — Range —
Q2 2024
Shares 11,296 Value ($000) $536 Avg Close — Range —
Q1 2024
Shares 11,657 Value ($000) $574 Avg Close — Range —
Q4 2023
Shares 11,582 Value ($000) $547 Avg Close — Range —
Q3 2023
Shares 14,336 Value ($000) $594 Avg Close — Range —
Q2 2023
Shares 14,807 Value ($000) $649 Avg Close — Range —
Q1 2023
Shares 17,219 Value ($000) $722 Avg Close — Range —
Q4 2022
Shares 17,217 Value ($000) $697 Avg Close — Range —