Bellevue Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Bellevue Asset Management, LLC

  • $208 Million
  • Q3 2025

A detailed history of Bellevue Asset Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 204 shares of SCHM stock, worth $5,948. This represents 0.0% of its overall portfolio holdings.

Number of Shares
204
Previous 204 -0.0%
Holding current value
$5,948
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$27.54 - $83.04 $3,745 - $11,293
136 Added 200.0%
204 $5,000
Q3 2020

Nov 12, 2020
SELL
$51.99 - $58.83 $51 - $58
-1 Reduced 1.45%
68 $4,000
Q1 2020

May 13, 2020
BUY
$35.83 - $62.24 $2,472 - $4,294
69 New
69 $3,000

Others Institutions Holding SCHM

# of Institutions
1,068
Shares Held
282M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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