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

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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$214K	Buy
2021 Q2	–	Sell
2021 Q1	$273K	Hold
2020 Q4	$273K	Sell
2020 Q3	$422K	Sell
2020 Q2	$17M	Buy