Bell Investment Advisors, Inc Schwab Strategic Tr Us Small C Transaction History
Bell Investment Advisors, Inc
- $603 Million
- Q3 2025
A detailed history of Bell Investment Advisors, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 248,484 shares of SCHA stock, worth $6.82 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
248,484
Previous 248,828
0.14%
Holding current value
$6.82 Million
Previous $6.3 Million
10.12%
% of portfolio
1.15%
Previous 1.1%
Shares
16 transactions
Others Institutions Holding SCHA
# of Institutions
1,324Shares Held
261MCall Options Held
104KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO34.2MShares$938 Million2.66% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$474 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.7MShares$403 Million0.46% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Northwestern Mutual Wealth Management CO5.24MShares$144 Million0.1% of portfolio