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 $1,213. This represents 0.0% of its overall portfolio holdings.

Number of Shares
53
Previous 153 65.36%
Holding current value
$1,213
Previous $6,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
627
Shares Held
81.7M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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