Bellevue Asset Management, LLC Schwab Strategic Tr Us Small C Transaction History

Bellevue Asset Management, LLC

  • $196 Million
  • Q2 2025

A detailed history of Bellevue Asset Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 964 shares of SCHA stock, worth $26,876. This represents 0.01% of its overall portfolio holdings.

Number of Shares
964
Previous 964 -0.0%
Holding current value
$26,876
Previous $22,000 9.09%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$25.33 - $51.16 $20,669 - $41,746
816 Added 551.35%
964 $24,000
Q1 2022

May 11, 2022
BUY
$44.42 - $51.73 $3,287 - $3,828
74 Added 100.0%
148 $7,000
Q1 2020

May 13, 2020
BUY
$22.29 - $38.7 $1,114 - $1,935
50 Added 208.33%
74 $4,000
Q4 2019

Feb 13, 2020
BUY
$33.63 - $38.03 $807 - $912
24 New
24 $2,000

Others Institutions Holding SCHA

# of Institutions
1,278
Shares Held
257M
Call Options Held
61.6K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Bellevue Asset Management, LLC Portfolio

Follow Bellevue Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bellevue Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bellevue Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email