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

Bell Investment Advisors, Inc

  • $538 Million
  • Q1 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 7,803 shares of SCHG stock, worth $235,182. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,803
Previous 7,796 0.09%
Holding current value
$235,182
Previous $217,000 10.14%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,556
Shares Held
759M
Call Options Held
327K
Put Options Held
193K
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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