Bell Investment Advisors, Inc Schwab Strategic Tr Us Broad M Transaction History

Bell Investment Advisors, Inc

  • $538 Million
  • Q1 2025

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 24,434 shares of SCHB stock, worth $561,982. This represents 0.1% of its overall portfolio holdings.

Number of Shares
24,434
Previous 46,887 47.89%
Holding current value
$561,982
Previous $1.06 Million 50.56%
% of portfolio
0.1%
Previous 0.2%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$21.23 - $23.75 $476,677 - $533,258
-22,453 Reduced 47.89%
24,434 $526,000
Q4 2024

Feb 07, 2025
BUY
$22.01 - $66.82 $690,629 - $2.1 Million
31,378 Added 202.32%
46,887 $1.06 Million
Q3 2024

Nov 13, 2024
SELL
$59.93 - $66.52 $224,078 - $248,718
-3,739 Reduced 19.43%
15,509 $1.03 Million
Q2 2024

Aug 07, 2024
BUY
$57.57 - $63.3 $27,000 - $29,687
469 Added 2.5%
19,248 $1.21 Million
Q1 2024

May 08, 2024
SELL
$54.61 - $61.05 $249,622 - $279,059
-4,571 Reduced 19.58%
18,779 $1.15 Million
Q4 2023

Feb 14, 2024
SELL
$47.61 - $55.91 $203,723 - $239,238
-4,279 Reduced 15.49%
23,350 $1.3 Million
Q3 2023

Nov 08, 2023
BUY
$49.59 - $53.57 $5,206 - $5,624
105 Added 0.38%
27,629 $1.38 Million
Q2 2023

Aug 09, 2023
BUY
$47.08 - $51.7 $4,755 - $5,221
101 Added 0.37%
27,524 $1.42 Million
Q1 2023

May 10, 2023
SELL
$44.47 - $49.23 $281,495 - $311,625
-6,330 Reduced 18.75%
27,423 $1.31 Million
Q4 2022

Feb 08, 2023
BUY
$41.94 - $47.81 $1.42 Million - $1.61 Million
33,753 New
33,753 $1.51 Million

Others Institutions Holding SCHB

# of Institutions
1,295
Shares Held
488M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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