Bell Investment Advisors, Inc Schwab Strategic Tr 1000 Index Transaction History
Bell Investment Advisors, Inc
- $507 Million
- Q2 2024
A detailed history of Bell Investment Advisors, Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 256 shares of SCHK stock, worth $7,162. This represents 0.0% of its overall portfolio holdings.
Number of Shares
256
Previous 258
0.78%
Holding current value
$7,162
Previous $13,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
176Shares Held
34.9MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$676 Million2.82% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$101 Million12.87% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$52.5 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$35.5 Million5.84% of portfolio
-
Waddell & Associates, LLC950KShares$26.6 Million6.58% of portfolio