Bell Investment Advisors, Inc Schwab Strategic Tr 1000 Index Transaction History
Bell Investment Advisors, Inc
- $538 Million
- Q1 2025
A detailed history of Bell Investment Advisors, Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 515 shares of SCHK stock, worth $14,651. This represents 0.0% of its overall portfolio holdings.
Number of Shares
515
Previous 516
0.19%
Holding current value
$14,651
Previous $14,000
7.14%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHK
# of Institutions
215Shares Held
70.6MCall Options Held
3.2KPut Options Held
8.21K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.34 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.89MShares$196 Million12.37% of portfolio
-
Warwick Investment Management, Inc.4.08MShares$116 Million22.95% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$74.9 Million5.8% of portfolio
-
Waddell & Associates, LLC1.99MShares$56.7 Million7.2% of portfolio