Bellevue Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Bellevue Asset Management, LLC
- $194 Million
- Q3 2024
A detailed history of Bellevue Asset Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 68 shares of SCHM stock, worth $1,910. This represents 0.0% of its overall portfolio holdings.
Number of Shares
68
Previous 68
-0.0%
Holding current value
$1,910
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$728 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$276 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$202 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.6 Million0.18% of portfolio