Bell Investment Advisors, Inc Schwab Strategic Tr Us Small C Transaction History

Bell Investment Advisors, Inc

  • $507 Million
  • Q2 2024

A detailed history of Bell Investment Advisors, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 117,515 shares of SCHA stock, worth $3.01 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
117,515
Previous 132,517 11.32%
Holding current value
$3.01 Million
Previous $6.53 Million 14.54%
% of portfolio
1.1%
Previous 1.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$45.24 - $49.04 $678,690 - $735,698
-15,002 Reduced 11.32%
117,515 $5.58 Million
Q1 2024

May 08, 2024
SELL
$44.84 - $49.24 $247,471 - $271,755
-5,519 Reduced 4.0%
132,517 $6.53 Million
Q4 2023

Feb 14, 2024
SELL
$38.13 - $48.02 $157,248 - $198,034
-4,124 Reduced 2.9%
138,036 $6.52 Million
Q3 2023

Nov 08, 2023
BUY
$40.85 - $46.1 $133,456 - $150,608
3,267 Added 2.35%
142,160 $5.89 Million
Q2 2023

Aug 09, 2023
BUY
$39.91 - $43.82 $688,287 - $755,719
17,246 Added 14.18%
138,893 $6.08 Million
Q1 2023

May 10, 2023
SELL
$39.82 - $46.36 $24,170 - $28,140
-607 Reduced 0.5%
121,647 $5.1 Million
Q4 2022

Feb 08, 2023
BUY
$38.25 - $43.54 $343,676 - $391,206
8,985 Added 7.93%
122,254 $4.95 Million
Q3 2022

Nov 09, 2022
BUY
$37.65 - $45.9 $672,918 - $820,370
17,873 Added 18.74%
113,269 $4.28 Million
Q2 2022

Aug 12, 2022
BUY
$37.88 - $48.01 $1.64 Million - $2.08 Million
43,406 Added 83.49%
95,396 $3.72 Million
Q4 2021

Feb 14, 2022
SELL
$48.64 - $55.07 $135,754 - $153,700
-2,791 Reduced 5.09%
51,990 $5.32 Million
Q3 2021

Nov 12, 2021
BUY
$48.3 - $52.49 $2.65 Million - $2.88 Million
54,781 New
54,781 $5.48 Million

Others Institutions Holding SCHA

# of Institutions
1,133
Shares Held
234M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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