Bellevue Asset Management, LLC Schwab Intermediate Term Us Tr Transaction History
Bellevue Asset Management, LLC
- $192 Million
- Q4 2024
A detailed history of Bellevue Asset Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 86 shares of SCHR stock, worth $2,130. This represents 0.0% of its overall portfolio holdings.
Number of Shares
86
Previous 43
100.0%
Holding current value
$2,130
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHR
# of Institutions
456Shares Held
358MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.38 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$395 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$314 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$210 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$193 Million0.2% of portfolio