Schwab Strategic Tr us aggregate b shares owned by Bellevue Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Bellevue Asset Management
from 13F filings
Historical chart of Bellevue Asset Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Bellevue Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5k | 106 | 23.46 |
| 2025-06-30 | $2.5k | 106 | 23.24 |
| 2025-03-31 | $2.5k | 106 | 23.15 |
| 2024-12-31 | $2.4k | 106 | 22.70 |
| 2024-09-30 | $2.5k | 53 | 47.51 |
| 2024-06-30 | $7.0k | 153 | 45.58 |
| 2024-03-31 | $7.0k | 153 | 46.00 |
| 2023-12-31 | $7.1k | 153 | 46.61 |
| 2023-09-30 | $20k | 453 | 44.23 |
| 2023-06-30 | $21k | 453 | 46.16 |
| 2023-03-31 | $21k | 453 | 46.91 |
| 2022-12-31 | $21k | 453 | 45.66 |
| 2022-09-30 | $21k | 453 | 46.36 |
| 2022-06-30 | $22k | 453 | 48.57 |
| 2022-03-31 | $28k | 553 | 50.63 |
| 2021-12-31 | $30k | 553 | 54.25 |
| 2021-09-30 | $30k | 553 | 54.25 |
| 2021-06-30 | $30k | 553 | 54.25 |
| 2021-03-31 | $30k | 553 | 54.25 |
| 2020-12-31 | $31k | 553 | 56.06 |
| 2020-09-30 | $31k | 553 | 56.06 |
| 2020-06-30 | $31k | 553 | 56.06 |
| 2020-03-31 | $31k | 553 | 56.06 |
| 2019-12-31 | $30k | 553 | 54.25 |
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