Bellevue Asset Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Bellevue Asset Management, LLC

  • $192 Million
  • Q4 2024

A detailed history of Bellevue Asset Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 106 shares of SCHZ stock, worth $2,451. This represents 0.0% of its overall portfolio holdings.

Number of Shares
106
Previous 53 100.0%
Holding current value
$2,451
Previous $2,000 -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
$22.63 - $47.53 $1,199 - $2,519
53 Added 100.0%
106 $2,000
Q3 2024

Oct 25, 2024
SELL
$45.2 - $47.87 $4,520 - $4,787
-100 Reduced 65.36%
53 $2,000
Q4 2023

Feb 06, 2024
SELL
$43.09 - $46.83 $12,927 - $14,049
-300 Reduced 66.23%
153 $7,000
Q2 2022

Aug 12, 2022
SELL
$46.62 - $50.36 $4,662 - $5,036
-100 Reduced 18.08%
453 $22,000
Q4 2019

Feb 13, 2020
BUY
$53.21 - $54.14 $29,425 - $29,939
553 New
553 $30,000

Others Institutions Holding SCHZ

# of Institutions
684
Shares Held
167M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

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