Beaumont Financial Partners, LLC: SCHD position timeline

Beaumont Financial Partners, LLC held 15,806 SCHD shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

1. period ended2022-09-30

   13F 15,806 shares

   Change vs previous 13F +3,550 shares

   0.1% of the 13F portfolio, value $1,050,000.

   13F-HR 0001352764-22-000009 filed by Beaumont Financial Partners, LLC
   Filed 2022-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2022-06-30

   13F 12,256 shares

   Change vs previous 13F -56 shares

   0.08% of the 13F portfolio, value $878,000.

   13F-HR 0001352764-22-000007 filed by Beaumont Financial Partners, LLC
   Filed 2022-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2022-03-31

   13F 12,312 shares

   Change vs previous 13F +85 shares

   0.07% of the 13F portfolio, value $971,000.

   13F-HR 0001352764-22-000005 filed by Beaumont Financial Partners, LLC
   Filed 2022-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2021-12-31

   13F 12,227 shares

   Change vs previous 13F -108 shares

   0.07% of the 13F portfolio, value $988,000.

   13F-HR 0001352764-22-000002 filed by Beaumont Financial Partners, LLC
   Filed 2022-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2021-09-30

   13F 12,335 shares

   Change vs previous 13F -903 shares

   0.07% of the 13F portfolio, value $916,000.

   13F-HR 0001352764-21-000009 filed by Beaumont Financial Partners, LLC
   Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2021-06-30

   13F 13,238 shares

   Change vs previous 13F +682 shares

   0.08% of the 13F portfolio, value $1,001,000.

   13F-HR 0001352764-21-000007 filed by Beaumont Financial Partners, LLC
   Filed 2021-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2021-03-31

   13F 12,556 shares

   Change vs previous 13F -679 shares

   0.08% of the 13F portfolio, value $916,000.

   13F-HR 0001352764-21-000005 filed by Beaumont Financial Partners, LLC
   Filed 2021-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2020-12-31

   13F 13,235 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $849,000.

   13F-HR 0001352764-21-000003 filed by Beaumont Financial Partners, LLC
   Filed 2021-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

   Acceptance time not in the bulk data set (spec §4.2).