Beaumont Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Beaumont Financial Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-12,426	Closed	-$214K	–	347
2023 Q2	$214K	Buy	+12,426	New	+$203K	0.02%	315
2021 Q2	–	Sell	-18,006	Closed	-$273K	–	376
2021 Q1	$273K	Hold	18,006	–	–	0.02%	291
2020 Q4	$273K	Sell	18,006 -13,752	-43%	-$196K	0.02%	285
2020 Q3	$422K	Sell	31,758 -1,357,656	-98%	-$17.9M	0.04%	209
2020 Q2	$17M	Buy	+1,389,414	New	+$16M	1.78%	13

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $426M AUM

Beaumont Financial Advisors's SCHB Position: Q3 2023 in Review

Beaumont Financial Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 12,426 shares — an estimated $214K sold.

Beaumont Financial Advisors first reported a position in SCHB in Q2 2020 and held it in 5 quarters. The position peaked at $17M in Q2 2020. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

Beaumont Financial Advisors reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
Beaumont Financial Advisors sold 12,426 Schwab US Broad Market ETF shares in Q3 2023, an estimated $214K.
Beaumont Financial Advisors first reported a position in Schwab US Broad Market ETF in Q2 2020 and held it in 5 quarters.
Beaumont Financial Advisors's Schwab US Broad Market ETF position peaked at $17M in Q2 2020.
939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Beaumont Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.