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

Bellevue Asset Management, LLC

  • $192 Million
  • Q4 2024

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 $9,861. This represents 0.0% of its overall portfolio holdings.

Number of Shares
420
Previous 140 200.0%
Holding current value
$9,861
Previous $9,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

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
1,215
Shares Held
322M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
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More about SCHB
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