Bell Investment Advisors, Inc Schwab Strategic Tr 1000 Index Transaction History
Bell Investment Advisors, Inc
- $533 Million
- Q4 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 516 shares of SCHK stock, worth $15,227. This represents 0.0% of its overall portfolio holdings.
Number of Shares
516
Previous 257
100.78%
Holding current value
$15,227
Previous $14,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHK
# of Institutions
195Shares Held
68.8MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.41 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$206 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$129 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$77.7 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$57.2 Million5.64% of portfolio