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Schwab Strategic Tr sht tm us tres shares owned by Bellevue Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Bellevue Asset Management from 13F filings

Historical chart of Bellevue Asset Management investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres 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 Strategic Tr sht tm us tres by Bellevue Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $105k 2.1k 48.98
2024-06-30 $1.3k 28 48.11
2024-03-31 $1.4k 28 48.21
2023-12-31 $1.4k 28 48.43
2023-09-30 $1.3k 28 47.86
2023-06-30 $1.3k 28 48.04
2023-03-31 $1.4k 28 48.79
2022-12-31 $1.4k 28 48.25
2022-09-30 $45k 929 48.44
2022-06-30 $46k 925 49.73
2022-03-31 $46k 925 49.73
2021-12-31 $184k 3.6k 50.86
2021-09-30 $185k 3.6k 51.13
2021-06-30 $185k 3.6k 51.13
2021-03-31 $222k 4.3k 51.41
2020-12-31 $258k 5.0k 51.38
2020-09-30 $259k 5.0k 51.58
2020-06-30 $230k 4.5k 51.66
2020-03-31 $230k 4.5k 51.66
2019-12-31 $128k 2.5k 50.55