Bell Investment Advisors, Inc Schwab Strategic Tr 1000 Index Transaction History
Bell Investment Advisors, Inc
- $574 Million
- Q2 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 516 shares of SCHK stock, worth $16,450. This represents 0.0% of its overall portfolio holdings.
Number of Shares
516
Previous 515
0.19%
Holding current value
$16,450
Previous $13,000
15.38%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHK
# of Institutions
237Shares Held
72.1MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.49 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$203 Million12.04% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$112 Million19.69% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$98.6 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$77.5 Million5.96% of portfolio