BFA
Beaumont Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
144,542
+1,944
| +1% | +$47.5K | 0.26% | 63 |
|
|
2025
Q1 | $3.15M | Hold |
142,598
| – | – | 0.25% | 69 |
|
|
2024
Q4 | $3.31M | Buy |
142,598
+91,596
| +180% | +$2.12M | 0.25% | 66 |
|
|
2024
Q3 | $3.46M | Hold |
51,002
| – | – | 0.27% | 61 |
|
|
2024
Q2 | $3.28M | Sell |
51,002
-786
| -2% | -$50.5K | 0.26% | 63 |
|
|
2024
Q1 | $3.21M | Buy |
51,788
+113
| +0.2% | +$7.01K | 0.27% | 60 |
|
|
2023
Q4 | $2.91M | Sell |
51,675
-7,888
| -13% | -$445K | 0.27% | 60 |
|
|
2023
Q3 | $3.01M | Sell |
59,563
-629
| -1% | -$31.8K | 0.3% | 55 |
|
|
2023
Q2 | $3.15M | Sell |
60,192
-1,687
| -3% | -$88.3K | 0.29% | 59 |
|
|
2023
Q1 | $2.99M | Hold |
61,879
| – | – | 0.3% | 49 |
|
|
2022
Q4 | $2.79M | Sell |
61,879
-1,684
| -3% | -$76K | 0.28% | 49 |
|
|
2022
Q3 | $2.69M | Buy |
63,563
+24,824
| +64% | +$1.05M | 0.26% | 54 |
|
|
2022
Q2 | $1.73M | Hold |
38,739
| – | – | 0.16% | 94 |
|
|
2022
Q1 | $2.09M | Buy |
38,739
+19,369
| +100% | +$1.04M | 0.16% | 106 |
|
|
2021
Q4 | $2.21M | Hold |
19,370
| – | – | 0.16% | 94 |
|
|
2021
Q3 | $2.02M | Sell |
19,370
-300
| -2% | -$31.2K | 0.16% | 100 |
|
|
2021
Q2 | $2.05M | Hold |
19,670
| – | – | 0.16% | 103 |
|
|
2021
Q1 | $1.89M | Sell |
19,670
-25
| -0.1% | -$2.4K | 0.16% | 99 |
|
|
2020
Q4 | $1.79M | Sell |
19,695
-1,055
| -5% | -$95.9K | 0.16% | 100 |
|
|
2020
Q3 | $1.67M | Buy |
20,750
+788
| +4% | +$63.5K | 0.16% | 103 |
|
|
2020
Q2 | $1.48M | Sell |
19,962
-2,445
| -11% | -$181K | 0.15% | 106 |
|
|
2020
Q1 | $1.37M | Buy |
22,407
+18,002
| +409% | +$1.1M | 0.17% | 93 |
|
|
2019
Q4 | $338K | Buy |
+4,405
| New | +$338K | 0.03% | 212 |
|