Bell Investment Advisors, Inc Schwab Strategic U.S. Reit ETF Transaction History

Bell Investment Advisors, Inc

$542 Million
Q3 2024

A detailed history of Bell Investment Advisors, Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 315 shares of SCHH stock, worth $6,580. This represents 0.0% of its overall portfolio holdings.

Number of Shares

315

Previous 412 23.54%

Holding current value

$6,580

Previous $8,000 12.5%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$19.78 - $23.53 $1,918 - $2,282	-97 Reduced 23.54%	315 $7,000
Q2 2024 Aug 07, 2024	BUY	$18.53 - $20.2 $1,890 - $2,060	102 Added 32.9%	412 $8,000
Q1 2024 May 08, 2024	BUY	$19.39 - $20.93 $38 - $41	2 Added 0.65%	310 $6,000
Q4 2023 Feb 14, 2024	BUY	$16.76 - $20.95 $50 - $62	3 Added 0.98%	308 $6,000
Q3 2023 Nov 08, 2023	BUY	$17.52 - $20.27 $35 - $40	2 Added 0.66%	305 $5,000
Q2 2023 Aug 09, 2023	BUY	$18.34 - $19.64 $55 - $58	3 Added 1.0%	303 $5,000
Q1 2023 May 10, 2023	SELL	$18.01 - $21.78 $156,885 - $189,725	-8,711 Reduced 96.67%	300 $5,000
Q4 2022 Feb 08, 2023	BUY	$17.68 - $20.46 $1,308 - $1,514	74 Added 0.83%	9,011 $173,000
Q3 2022 Nov 09, 2022	BUY	$18.45 - $23.6 $1,273 - $1,628	69 Added 0.78%	8,937 $167,000
Q2 2022 Aug 12, 2022	SELL	$20.18 - $25.97 $524,982 - $675,609	-26,015 Reduced 74.58%	8,868 $187,000
Q4 2021 Feb 14, 2022	SELL	$22.99 - $26.35 $15,035 - $17,232	-654 Reduced 1.84%	34,883 $1.84 Million
Q3 2021 Nov 12, 2021	BUY	$22.84 - $24.92 $811,665 - $885,582	35,537 New	35,537 $1.62 Million

Others Institutions Holding SCHH

# of Institutions

533

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
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Bell Investment Advisors, Inc Schwab Strategic U.S. Reit ETF Transaction History