Bell Investment Advisors, Inc Schwab Strategic Tr Us Broad M Transaction History
Bell Investment Advisors, Inc
- $542 Million
- Q3 2024
A detailed history of Bell Investment Advisors, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 15,509 shares of SCHB stock, worth $362,290. This represents 0.19% of its overall portfolio holdings.
Number of Shares
15,509
Previous 19,248
19.43%
Holding current value
$362,290
Previous $1.21 Million
14.79%
% of portfolio
0.19%
Previous 0.24%
Shares
8 transactions
Others Institutions Holding SCHB
# of Institutions
1,180Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89.3 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$88.2 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$77 Million2.16% of portfolio