Bellevue Asset Management, LLC Schwab Short Term Us Treasury Transaction History

Bellevue Asset Management, LLC

  • $196 Million
  • Q2 2025

A detailed history of Bellevue Asset Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 1,720 shares of SCHO stock, worth $41,813. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,720
Previous 1,785 3.64%
Holding current value
$41,813
Previous $43,000 4.65%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$24.19 - $24.45 $1,572 - $1,589
-65 Reduced 3.64%
1,720 $41,000
Q1 2025

Apr 28, 2025
SELL
$24.1 - $24.34 $7,928 - $8,007
-329 Reduced 15.56%
1,785 $43,000
Q4 2024

Feb 06, 2025
SELL
$24.06 - $48.88 $601 - $1,222
-25 Reduced 1.17%
2,114 $50,000
Q3 2024

Oct 25, 2024
BUY
$47.93 - $49.06 $101,180 - $103,565
2,111 Added 7539.29%
2,139 $104,000
Q4 2022

Jan 23, 2023
SELL
$47.89 - $48.47 $43,148 - $43,671
-901 Reduced 96.99%
28 $0
Q3 2022

Nov 07, 2022
BUY
$48.15 - $49.37 $192 - $197
4 Added 0.43%
929 $45,000
Q1 2022

May 11, 2022
SELL
$49.47 - $50.82 $133,222 - $136,858
-2,693 Reduced 74.43%
925 $46,000
Q2 2021

Aug 09, 2021
SELL
$51.19 - $51.33 $35,833 - $35,931
-700 Reduced 16.21%
3,618 $185,000
Q1 2021

May 12, 2021
SELL
$51.27 - $51.41 $36,042 - $36,141
-703 Reduced 14.0%
4,318 $222,000
Q3 2020

Nov 12, 2020
BUY
$51.49 - $51.63 $29,297 - $29,377
569 Added 12.78%
5,021 $259,000
Q1 2020

May 13, 2020
BUY
$50.48 - $51.73 $96,921 - $99,321
1,920 Added 75.83%
4,452 $230,000
Q4 2019

Feb 13, 2020
BUY
$50.38 - $50.71 $127,562 - $128,397
2,532 New
2,532 $128,000

Others Institutions Holding SCHO

# of Institutions
702
Shares Held
314M
Call Options Held
104K
Put Options Held
38.4K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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