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

Bell Investment Advisors, Inc

$510 Million
Q1 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 18,779 shares of SCHB stock, worth $1.19 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

18,779

Previous 23,350 19.58%

Holding current value

$1.19 Million

Previous $1.3 Million 11.78%

% of portfolio

0.22%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$43.88 - $47.81 $1.48 Million - $1.61 Million	33,753 New	33,753 $1.51 Million

Others Institutions Holding SCHB

# of Institutions

1,122

Shares Held

160M

Call Options Held

230K

Put Options Held

29.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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