Beaumont Financial Advisors, LLC's ownership history for SCHW

Beaumont Financial Advisors, LLC currently holds 2.9K shares with a market value of $293.3K. It started holding SCHW on 2024-12-31. At its peak, it held 2.9K shares on 2025-12-31. Its highest holding value was $293.3K on 2025-12-31. At its lowest, it held 2.7K shares on 2024-12-31, with a value of $200.6K on 2024-12-31. In the recent 180 days, Beaumont Financial Advisors, LLC has increased its shares by 46. In the recent year, Beaumont Financial Advisors, LLC has increased its shares by 226.