Bell Investment Advisors, Inc Schwab Strategic Tr Us Broad M Transaction History
Bell Investment Advisors, Inc
- $507 Million
- Q2 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 19,248 shares of SCHB stock, worth $425,573. This represents 0.24% of its overall portfolio holdings.
Number of Shares
19,248
Previous 18,779
2.5%
Holding current value
$425,573
Previous $1.15 Million
5.58%
% of portfolio
0.24%
Previous 0.22%
Shares
7 transactions
Others Institutions Holding SCHB
# of Institutions
1,159Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$468 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$136 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$104 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$86.1 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$84.6 Million18.64% of portfolio