Bell Investment Advisors, Inc Schwab Strategic Tr Us Dividen Transaction History

Bell Investment Advisors, Inc

$538 Million
Q1 2025

A detailed history of Bell Investment Advisors, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 359,978 shares of SCHD stock, worth $9.83 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

359,978

Previous 354,699 1.49%

Holding current value

$9.83 Million

Previous $9.69 Million 3.86%

% of portfolio

1.87%

Previous 1.82%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$27.01 - $28.54 $142,585 - $150,662	5,279 Added 1.49%	359,978 $10.1 Million
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $6.45 Million - $20.3 Million	239,526 Added 207.97%	354,699 $9.69 Million
Q3 2024 Nov 13, 2024	BUY	$77.02 - $85.06 $596,288 - $658,534	7,742 Added 7.21%	115,173 $9.74 Million
Q2 2024 Aug 07, 2024	SELL	$75.81 - $80.15 $56,478 - $59,711	-745 Reduced 0.69%	107,431 $8.35 Million
Q1 2024 May 08, 2024	BUY	$75.25 - $80.63 $183,986 - $197,140	2,445 Added 2.31%	108,176 $8.72 Million
Q4 2023 Feb 14, 2024	BUY	$66.9 - $76.32 $171,665 - $195,837	2,566 Added 2.49%	105,731 $8.05 Million
Q3 2023 Nov 08, 2023	BUY	$70.63 - $75.66 $234,562 - $251,266	3,321 Added 3.33%	103,165 $7.3 Million
Q2 2023 Aug 09, 2023	BUY	$69.18 - $73.94 $239,016 - $255,462	3,455 Added 3.58%	99,844 $7.25 Million
Q1 2023 May 10, 2023	BUY	$70.28 - $78.03 $221,803 - $246,262	3,156 Added 3.39%	96,389 $7.05 Million
Q4 2022 Feb 08, 2023	BUY	$67.16 - $79.06 $1.38 Million - $1.63 Million	20,576 Added 28.32%	93,233 $7.04 Million
Q3 2022 Nov 09, 2022	BUY	$66.43 - $77.87 $467,733 - $548,282	7,041 Added 10.73%	72,657 $4.83 Million
Q2 2022 Aug 12, 2022	BUY	$70.31 - $80.24 $1.15 Million - $1.31 Million	16,322 Added 33.11%	65,616 $4.7 Million
Q4 2021 Feb 14, 2022	SELL	$74.93 - $80.86 $50,802 - $54,823	-678 Reduced 1.36%	49,294 $3.98 Million
Q3 2021 Nov 12, 2021	BUY	$74.23 - $78.13 $3.71 Million - $3.9 Million	49,972 New	49,972 $3.71 Million

Others Institutions Holding SCHD

# of Institutions

2,005

Shares Held

919M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Bell Investment Advisors, Inc Schwab Strategic Tr Us Dividen Transaction History