Bell Investment Advisors, Inc Schwab Strategic Tr 1000 Index Transaction History
Bell Investment Advisors, Inc
- $542 Million
- Q3 2024
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 257 shares of SCHK stock, worth $7,216. This represents 0.0% of its overall portfolio holdings.
Number of Shares
257
Previous 256
0.39%
Holding current value
$7,216
Previous $13,000
7.69%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
180Shares Held
39.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$803 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$101 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$58.9 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$35.7 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27 Million6.53% of portfolio