Bell Investment Advisors, Inc Schwab Strategic Tr Us Dividen Transaction History
Bell Investment Advisors, Inc
- $507 Million
- Q2 2024
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 107,431 shares of SCHD stock, worth $9.05 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
107,431
Previous 108,176
0.69%
Holding current value
$9.05 Million
Previous $8.72 Million
4.23%
% of portfolio
1.65%
Previous 1.71%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio