Bellevue Asset Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Bellevue Asset Management, LLC
- $196 Million
- Q2 2025
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 $2,497. This represents 0.0% of its overall portfolio holdings.
Number of Shares
106
Previous 106
-0.0%
Holding current value
$2,497
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
713Shares Held
170MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$165 Million5.22% of portfolio
-
Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio