Bellevue Asset Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Bellevue Asset Management, LLC
- $194 Million
- Q3 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 53 shares of SCHZ stock, worth $1,205. This represents 0.0% of its overall portfolio holdings.
Number of Shares
53
Previous 153
65.36%
Holding current value
$1,205
Previous $6,000
66.67%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
630Shares Held
105MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.4 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.2 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio