Bellevue Asset Management »

Schwab Strategic Tr us lrg cap etf shares owned by Bellevue Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Bellevue Asset Management from 13F filings

Historical chart of Bellevue Asset Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Bellevue Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Bellevue Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $373k 5.5k 67.86
2024-06-30 $353k 5.5k 64.25
2024-03-31 $341k 5.5k 62.06
2023-12-31 $310k 5.5k 56.40
2023-09-30 $278k 5.5k 50.60
2023-06-30 $288k 5.5k 52.37
2023-03-31 $266k 5.5k 48.37
2022-12-31 $246k 5.5k 44.75
2022-09-30 $237k 5.5k 43.09
2022-06-30 $247k 5.5k 44.91
2022-03-31 $300k 5.5k 54.55
2021-12-31 $313k 2.8k 113.82
2021-09-30 $289k 2.8k 105.09
2021-06-30 $286k 2.8k 104.00
2021-03-31 $275k 2.9k 96.49
2020-12-31 $269k 2.9k 93.73
2020-09-30 $232k 2.9k 80.78
2020-06-30 $213k 2.9k 74.14
2020-03-31 $196k 2.9k 68.22
2019-12-31 $194k 2.5k 76.89