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

Bell Investment Advisors, Inc

$533 Million
Q4 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 258,315 shares of SCHA stock, worth $6.88 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

258,315

Previous 127,879 102.0%

Holding current value

$6.88 Million

Previous $6.59 Million 1.44%

% of portfolio

1.25%

Previous 1.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$25.33 - $51.16 $3.3 Million - $6.67 Million	130,436 Added 102.0%	258,315 $6.68 Million
Q3 2024 Nov 13, 2024	BUY	$46.9 - $51.96 $486,071 - $538,513	10,364 Added 8.82%	127,879 $6.59 Million
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

1,239

Shares Held

271M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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