Bell Investment Advisors, Inc Schwab Strategic Tr Us Large C Transaction History

Bell Investment Advisors, Inc

  • $574 Million
  • Q2 2025

A detailed history of Bell Investment Advisors, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 6,742 shares of SCHG stock, worth $213,991. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,742
Previous 7,803 13.6%
Holding current value
$213,991
Previous $195,000 0.51%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$22.27 - $29.21 $23,628 - $30,991
-1,061 Reduced 13.6%
6,742 $196,000
Q1 2025

May 15, 2025
BUY
$24.91 - $29.02 $174 - $203
7 Added 0.09%
7,803 $195,000
Q4 2024

Feb 07, 2025
BUY
$25.93 - $105.3 $152,260 - $618,321
5,872 Added 305.2%
7,796 $217,000
Q3 2024

Nov 13, 2024
SELL
$92.63 - $105.69 $96,057 - $109,600
-1,037 Reduced 35.02%
1,924 $200,000
Q2 2024

Aug 07, 2024
BUY
$87.04 - $101.61 $257,725 - $300,867
2,961 New
2,961 $298,000

Others Institutions Holding SCHG

# of Institutions
1,632
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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