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

Bell Investment Advisors, Inc

  • $507 Million
  • Q2 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 93 shares of SCHO stock, worth $4,561. This represents 0.0% of its overall portfolio holdings.

Number of Shares
93
Previous 92 1.09%
Holding current value
$4,561
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
607
Shares Held
168M
Call Options Held
42K
Put Options Held
33.9K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Bell Investment Advisors, Inc Portfolio

Follow Bell Investment Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bell Investment Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bell Investment Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email