Bell Investment Advisors, Inc Schwab Strategic Tr Us Large C Transaction History
Bell Investment Advisors, Inc
- $542 Million
- Q3 2024
A detailed history of Bell Investment Advisors, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 4,122 shares of SCHV stock, worth $107,542. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,122
Previous 4,122
-0.0%
Holding current value
$107,542
Previous $305,000
8.52%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$508 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$317 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$280 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$127 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$111 Million0.81% of portfolio