Beaumont Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.72M	Sell	145,173 -176	-0.1%	-$4.72K	0.26%	66
2025 Q4	$3.91M	Buy	145,349 +3	+0%	+$80	0.26%	60
2025 Q3	$3.83M	Buy	145,346 +804	+0.6%	+$20.4K	0.26%	63
2025 Q2	$3.53M	Buy	144,542 +1,944	+1%	+$44K	0.26%	63
2025 Q1	$3.15M	Hold	142,598	–	–	0.25%	69
2024 Q4	$3.31M	Sell	142,598 -10,408	-7%	-$243K	0.25%	66
2024 Q3	$3.46M	Hold	153,006	–	–	0.27%	61
2024 Q2	$3.28M	Sell	153,006 -2,358	-2%	-$48.7K	0.26%	63
2024 Q1	$3.21M	Buy	155,364 +339	+0.2%	+$6.67K	0.27%	60
2023 Q4	$2.91M	Sell	155,025 -23,664	-13%	-$416K	0.27%	60
2023 Q3	$3.01M	Sell	178,689 -1,887	-1%	-$33.1K	0.3%	55
2023 Q2	$3.15M	Sell	180,576 -5,061	-3%	-$83.6K	0.29%	59
2023 Q1	$2.99M	Hold	185,637	–	–	0.3%	49
2022 Q4	$2.79M	Sell	185,637 -5,052	-3%	-$76.5K	0.28%	49
2022 Q3	$2.69M	Buy	190,689 +74,472	+64%	+$1.17M	0.26%	54
2022 Q2	$1.73M	Hold	116,217	–	–	0.16%	94
2022 Q1	$2.09M	Sell	116,217 -3	-0%	-$53	0.16%	106
2021 Q4	$2.21M	Hold	116,220	–	–	0.16%	94
2021 Q3	$2.02M	Sell	116,220 -1,800	-2%	-$32.1K	0.16%	100
2021 Q2	$2.04M	Hold	118,020	–	–	0.16%	103
2021 Q1	$1.89M	Sell	118,020 -150	-0.1%	-$2.35K	0.16%	99
2020 Q4	$1.79M	Sell	118,170 -6,330	-5%	-$90.6K	0.16%	100
2020 Q3	$1.67M	Buy	124,500 +4,728	+4%	+$62.8K	0.16%	103
2020 Q2	$1.48M	Sell	119,772 -14,670	-11%	-$171K	0.15%	106
2020 Q1	$1.37M	Buy	134,442 +108,012	+409%	+$1.31M	0.17%	93
2019 Q4	$338K	Buy	+26,430	New	+$324K	0.03%	212