Bell Investment Advisors, Inc Schwab Short Term Us Treasury Transaction History

Bell Investment Advisors, Inc

$542 Million
Q3 2024

A detailed history of Bell Investment Advisors, Inc transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 94 shares of SCHO stock, worth $2,274. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 93 1.08%

Holding current value

$2,274

Previous $4,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$47.93 - $49.06 $47 - $49	1 Added 1.08%	94 $4,000
Q2 2024 Aug 07, 2024	BUY	$47.75 - $48.13 $47 - $48	1 Added 1.09%	93 $4,000
Q1 2024 May 08, 2024	SELL	$48.05 - $48.63 $24,841 - $25,141	-517 Reduced 84.89%	92 $4,000
Q4 2023 Feb 14, 2024	SELL	$47.66 - $48.45 $1,143 - $1,162	-24 Reduced 3.79%	609 $29,000
Q3 2023 Nov 08, 2023	SELL	$47.78 - $48.2 $40.8 Million - $41.1 Million	-853,710 Reduced 99.93%	633 $30,000
Q2 2023 Aug 09, 2023	BUY	$48.06 - $48.89 $1.37 Million - $1.4 Million	28,573 Added 3.46%	854,343 $41.1 Million
Q1 2023 May 10, 2023	BUY	$47.8 - $49.0 $3.16 Million - $3.24 Million	66,112 Added 8.7%	825,770 $40.3 Million
Q4 2022 Feb 08, 2023	BUY	$47.89 - $48.47 $5.45 Million - $5.51 Million	113,772 Added 17.61%	759,658 $36.6 Million
Q3 2022 Nov 09, 2022	BUY	$48.15 - $49.37 $4.8 Million - $4.92 Million	99,688 Added 18.25%	645,886 $31.2 Million
Q2 2022 Aug 12, 2022	BUY	$48.73 - $49.59 $374,636 - $381,247	7,688 Added 1.43%	546,198 $26.9 Million
Q4 2021 Feb 14, 2022	BUY	$50.83 - $51.21 $1.32 Million - $1.33 Million	25,925 Added 5.06%	538,510 $27.4 Million
Q3 2021 Nov 12, 2021	BUY	$51.18 - $51.3 $26.2 Million - $26.3 Million	512,585 New	512,585 $26.2 Million

Others Institutions Holding SCHO

# of Institutions

624

Shares Held

202M

Call Options Held

74.3K

Put Options Held

30.8K

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Bell Investment Advisors, Inc Schwab Short Term Us Treasury Transaction History