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 $2,457. This represents 0.0% of its overall portfolio holdings.
Number of Shares
106
Previous 53
100.0%
Holding current value
$2,457
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$137 Million11.76% of portfolio