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

Bell Investment Advisors, Inc

$538 Million
Q1 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 999,350 shares of SCHX stock, worth $23.3 Million. This represents 4.1% of its overall portfolio holdings.

Number of Shares

999,350

Previous 979,550 2.02%

Holding current value

$23.3 Million

Previous $22.7 Million 2.82%

% of portfolio

4.1%

Previous 4.26%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$21.75 - $24.28 $430,650 - $480,744	19,800 Added 2.02%	999,350 $22.1 Million
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $14.6 Million - $44.5 Million	651,398 Added 198.5%	979,550 $22.7 Million
Q3 2024 Nov 13, 2024	BUY	$61.11 - $67.85 $1.43 Million - $1.59 Million	23,434 Added 7.69%	328,152 $22.3 Million
Q2 2024 Aug 07, 2024	BUY	$58.7 - $64.78 $445,415 - $491,550	7,588 Added 2.55%	304,718 $19.6 Million
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	$42.25 - $48.16 $350,125 - $399,101	8,287 Added 3.27%	261,663 $11.8 Million
Q3 2022 Nov 09, 2022	BUY	$42.35 - $51.01 $1.11 Million - $1.34 Million	26,211 Added 11.54%	253,376 $10.7 Million
Q2 2022 Aug 12, 2022	BUY	$43.35 - $54.51 $4.57 Million - $5.74 Million	105,334 Added 86.46%	227,165 $10.1 Million
Q4 2021 Feb 14, 2022	SELL	$51.9 - $57.29 $159,333 - $175,880	-3,070 Reduced 2.46%	121,831 $13.9 Million
Q3 2021 Nov 12, 2021	BUY	$51.52 - $54.94 $6.43 Million - $6.86 Million	124,901 New	124,901 $13 Million

Others Institutions Holding SCHX

# of Institutions

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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