Beaumont Financial Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 1957394 NEEDHAM, MA

Position in SCHW

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$269,520

-$9,600 QoQ

Shares Held

2,921

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,801

of 2,303 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Beaumont Financial Advisors, LLC holds $2,202,439 across 4 Capital Markets names. SCHW ranks #4 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RIOT	Riot Platforms, Inc.	32,016	$876,598
2	GS	Goldman Sachs Group Inc	629	$636,151
3	MS	Morgan Stanley	2,010	$420,170
4	SCHW	Schwab Charles Corp This page	2,921	$269,520

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,520	2,921	-1.6%	Shares	Sole	2026-08-04
2026-03-31	$279,120	2,970	+1.2%	Shares	Sole	2026-05-05
2025-12-31	$293,335	2,936	+0.8%	Shares	Sole	2026-01-16
2025-09-30	$278,199	2,914	+0.8%	Shares	Sole	2025-10-23
2025-06-30	$263,683	2,890	+5.1%	Shares	Sole	2025-07-16
2025-03-31	$215,270	2,750	+1.5%	Shares	Sole	2025-05-12
2024-12-31	$200,567	2,710	-39.5%	Shares	Sole	2025-01-17
2024-06-30	$330,057	4,479	+3.2%	Shares	Sole	2024-07-24
2024-03-31	$314,100	4,342	+1.3%	Shares	Sole	2024-05-10
2023-12-31	$295,014	4,288	+2.7%	Shares	Sole	2024-01-31
2023-09-30	$229,262	4,176	+0.3%	Shares	Sole	2023-11-01
2023-06-30	$236,015	4,164	+8.1%	Shares	Sole	2023-08-02
2023-03-31	$201,820	3,853	+3.6%	Shares	Sole	2023-05-08
2022-12-31	$309,727	3,720	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.