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Schwab U S Small Cap ETF shares owned by Bellevue Asset Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Bellevue Asset Management from 13F filings

Historical chart of Bellevue Asset Management investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Bellevue Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Bellevue Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.3k 148 49.24
2023-12-31 $7.0k 148 47.24
2023-09-30 $6.1k 148 41.42
2023-06-30 $6.5k 148 43.80
2023-03-31 $6.2k 148 41.93
2022-12-31 $6.0k 148 40.24
2022-09-30 $6.0k 148 40.54
2022-06-30 $6.0k 148 40.54
2022-03-31 $7.0k 148 47.30
2021-12-31 $8.0k 74 108.11
2021-09-30 $7.0k 74 94.59
2021-06-30 $8.0k 74 108.11
2021-03-31 $7.0k 74 94.59
2020-12-31 $7.0k 74 94.59
2020-09-30 $5.0k 74 67.57
2020-06-30 $5.0k 74 67.57
2020-03-31 $4.0k 74 54.05
2019-12-31 $2.0k 24 83.33