Beaumont Financial Partners, LLC: SCHW position timeline

Beaumont Financial Partners, LLC held 3,700 SCHW 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 3,700 shares

   Change vs previous 13F +25 shares

   0.03% of the 13F portfolio, value $266,000.

   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 3,675 shares

   Change vs previous 13F +310 shares

   0.02% of the 13F portfolio, value $232,000.

   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 3,365 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $284,000.

   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 3,365 shares

   Change vs previous 13F +41 shares

   0.02% of the 13F portfolio, value $283,000.

   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 3,324 shares

   Change vs previous 13F -50 shares

   0.02% of the 13F portfolio, value $242,000.

   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 3,374 shares

   Change vs previous 13F +50 shares

   0.02% of the 13F portfolio, value $246,000.

   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 3,324 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $217,000.

   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).