Bell Investment Advisors, Inc Schwab Strategic Tr 1000 Index Transaction History
Bell Investment Advisors, Inc
- $533 Million
- Q4 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 516 shares of SCHK stock, worth $15,020. This represents 0.0% of its overall portfolio holdings.
Number of Shares
516
Previous 257
100.78%
Holding current value
$15,020
Previous $14,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHK
# of Institutions
188Shares Held
48MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$833 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$203 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$128 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.7 Million5.98% of portfolio
-
Waddell & Associates, LLC963KShares$28 Million6.53% of portfolio