Bell Investment Advisors, Inc Schwab Strategic Tr Us Large C Transaction History

Bell Investment Advisors, Inc

$510 Million
Q1 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 297,130 shares of SCHX stock, worth $19.1 Million. This represents 3.62% of its overall portfolio holdings.

Number of Shares

297,130

Previous 286,014 3.89%

Holding current value

$19.1 Million

Previous $16.1 Million 14.31%

% of portfolio

3.62%

Previous 3.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$55.41 - $62.08 $615,937 - $690,081	11,116 Added 3.89%	297,130 $18.4 Million
Q4 2023 Feb 14, 2024	BUY	$48.47 - $56.6 $541,603 - $632,448	11,174 Added 4.07%	286,014 $16.1 Million
Q3 2023 Nov 08, 2023	BUY	$50.36 - $54.21 $242,936 - $261,509	4,824 Added 1.79%	274,840 $13.9 Million
Q2 2023 Aug 09, 2023	BUY	$47.67 - $52.37 $342,461 - $376,226	7,184 Added 2.73%	270,016 $14.1 Million
Q1 2023 May 10, 2023	BUY	$44.78 - $49.41 $52,347 - $57,760	1,169 Added 0.45%	262,832 $12.7 Million

Q4 2022 Feb 08, 2023	BUY	$44.01 - $48.16 $364,710 - $399,101	8,287 Added 3.27%	261,663 $11.8 Million
Q3 2022 Nov 09, 2022	BUY	N/A	26,211 Added 11.54%	253,376 $10.7 Million
Q2 2022 Aug 12, 2022	BUY	N/A	105,334 Added 86.46%	227,165 $10.1 Million
Q4 2021 Feb 14, 2022	SELL	N/A	-3,070 Reduced 2.46%	121,831 $13.9 Million
Q3 2021 Nov 12, 2021	BUY	N/A	124,901 New	124,901 $13 Million

Others Institutions Holding SCHX

# of Institutions

1,257

Shares Held

426M

Call Options Held

40.4K

Put Options Held

1.4K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Bell Investment Advisors, Inc Schwab Strategic Tr Us Large C Transaction History