Schwab U S Broad Market ETF shares owned by Bellevue Asset Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Bellevue Asset Management
from 13F filings
Historical chart of Bellevue Asset Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Bellevue Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $11k | 420 | 26.23 |
| 2025-09-30 | $11k | 420 | 25.71 |
| 2025-06-30 | $10k | 420 | 23.83 |
| 2025-03-31 | $9.0k | 420 | 21.53 |
| 2024-12-31 | $9.5k | 420 | 22.70 |
| 2024-09-30 | $9.3k | 140 | 66.51 |
| 2024-06-30 | $8.8k | 140 | 62.86 |
| 2024-03-31 | $8.5k | 140 | 61.05 |
| 2023-12-31 | $7.8k | 140 | 55.66 |
| 2023-09-30 | $7.0k | 140 | 49.85 |
| 2023-06-30 | $7.2k | 140 | 51.70 |
| 2023-03-31 | $6.7k | 140 | 47.85 |
| 2022-12-31 | $6.2k | 140 | 44.40 |
| 2022-09-30 | $6.0k | 140 | 42.86 |
| 2022-06-30 | $6.0k | 140 | 42.86 |
| 2022-03-31 | $8.0k | 140 | 57.14 |
| 2021-12-31 | $8.0k | 70 | 114.29 |
| 2021-09-30 | $7.0k | 70 | 100.00 |
| 2021-06-30 | $7.0k | 70 | 100.00 |
| 2021-03-31 | $7.0k | 70 | 100.00 |
| 2020-12-31 | $7.0k | 70 | 100.00 |
| 2020-09-30 | $15k | 185 | 81.08 |
| 2020-06-30 | $14k | 185 | 75.68 |
| 2020-03-31 | $12k | 185 | 64.86 |
| 2019-12-31 | $9.0k | 115 | 78.26 |