Bell Investment Advisors, Inc Schwab Strategic Tr Us Large C Transaction History
Bell Investment Advisors, Inc
- $574 Million
- Q2 2025
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 12,366 shares of SCHV stock, worth $359,974. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,366
Previous 12,366
-0.0%
Holding current value
$359,974
Previous $328,000
4.27%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
961Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.53 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.25 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$960 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$471 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$349 Million0.63% of portfolio