Beaumont Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-14,312	Closed	-$255K	–	348
2023 Q2	$255K	Sell	14,312 -2,714	-16%	-$48.2K	0.02%	289
2023 Q1	$296K	Hold	17,026	–	–	0.03%	250
2022 Q4	$274K	Buy	+17,026	New	+$266K	0.03%	268
2020 Q2	–	Sell	-33,038	Closed	-$427K	–	287
2020 Q1	$427K	Buy	+33,038	New	+$508K	0.05%	159

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Beaumont Financial Advisors sold out of Schwab International Equity ETF (SCHF) in Q3 2023, closing a stake of 14,312 shares — an estimated $255K sold.

Beaumont Financial Advisors first reported a position in SCHF in Q1 2020 and held it in 4 quarters. The position peaked at $427K in Q1 2020. 1,008 funds tracked by Wall St. Rank hold SCHF as of Q3 2023.

Beaumont Financial Advisors reported no remaining Schwab International Equity ETF position as of Q3 2023 after selling out during the quarter.
Beaumont Financial Advisors sold 14,312 Schwab International Equity ETF shares in Q3 2023, an estimated $255K.
Beaumont Financial Advisors first reported a position in Schwab International Equity ETF in Q1 2020 and held it in 4 quarters.
Beaumont Financial Advisors's Schwab International Equity ETF position peaked at $427K in Q1 2020.
1,008 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2023.

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