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

Bell Investment Advisors, Inc

$533 Million
Q4 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 46,887 shares of SCHB stock, worth $1 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

46,887

Previous 15,509 202.32%

Holding current value

$1 Million

Previous $1.03 Million 3.2%

% of portfolio

0.2%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,275

Shares Held

479M

Call Options Held

365K

Put Options Held

32.6K

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