Schwab Strategic Tr schwab fdt us bm shares owned by Bellevue Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Bellevue Asset Management
from 13F filings
Historical chart of Bellevue Asset Management investment in Schwab Strategic Tr schwab fdt us bm
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Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by Bellevue Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $704k | 11k | 66.26 |
| 2023-12-31 | $652k | 11k | 61.10 |
| 2023-09-30 | $639k | 12k | 55.09 |
| 2023-06-30 | $663k | 12k | 56.74 |
| 2023-03-31 | $633k | 12k | 54.12 |
| 2022-12-31 | $611k | 12k | 52.22 |
| 2022-09-30 | $565k | 12k | 48.17 |
| 2022-06-30 | $591k | 12k | 50.38 |
| 2022-03-31 | $684k | 12k | 58.31 |
| 2021-12-31 | $737k | 13k | 58.01 |
| 2021-09-30 | $743k | 14k | 53.86 |
| 2021-06-30 | $780k | 14k | 54.37 |
| 2021-03-31 | $737k | 14k | 51.37 |
| 2020-12-31 | $694k | 15k | 47.06 |
| 2020-09-30 | $631k | 17k | 38.14 |
| 2020-06-30 | $652k | 18k | 36.27 |
| 2020-03-31 | $620k | 18k | 33.87 |
| 2019-12-31 | $807k | 19k | 42.14 |
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