Bellevue Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Bellevue Asset Management, LLC

  • $196 Million
  • Q2 2025

A detailed history of Bellevue Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 420 shares of SCHB stock, worth $10,806. This represents 0.01% of its overall portfolio holdings.

Number of Shares
420
Previous 420 -0.0%
Holding current value
$10,806
Previous $9,000 11.11%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 06, 2025
BUY
$22.01 - $66.82 $6,162 - $18,709
280 Added 200.0%
420 $9,000
Q1 2022

May 11, 2022
BUY
$49.15 - $56.85 $3,440 - $3,979
70 Added 100.0%
140 $8,000
Q4 2020

Feb 11, 2021
SELL
$39.03 - $45.5 $4,488 - $5,232
-115 Reduced 62.16%
70 $7,000
Q1 2020

May 13, 2020
BUY
$26.18 - $40.44 $1,832 - $2,830
70 Added 60.87%
185 $12,000
Q4 2019

Feb 13, 2020
BUY
$34.47 - $38.58 $3,964 - $4,436
115 New
115 $9,000

Others Institutions Holding SCHB

# of Institutions
1,347
Shares Held
564M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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