Bell Investment Advisors, Inc Schwab Intermediate Term Us Tr Transaction History

Bell Investment Advisors, Inc

  • $603 Million
  • Q3 2025

A detailed history of Bell Investment Advisors, Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 28,807 shares of SCHR stock, worth $723,343. This represents 0.12% of its overall portfolio holdings.

Number of Shares
28,807
Previous 28,529 0.97%
Holding current value
$723,343
Previous $714,000 1.26%
% of portfolio
0.12%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 21, 2025
BUY
$24.69 - $25.26 $6,863 - $7,022
278 Added 0.97%
28,807 $723,000
Q2 2025

Aug 08, 2025
BUY
$24.54 - $25.07 $700,101 - $715,222
28,529 New
28,529 $714,000
Q2 2024

Aug 07, 2024
BUY
$47.85 - $49.0 $4,641 - $4,753
97 New
97 $4,000
Q3 2023

Nov 08, 2023
SELL
$47.78 - $49.59 $337,900 - $350,700
-7,072 Reduced 99.99%
1 $0
Q2 2023

Aug 09, 2023
SELL
$49.25 - $50.96 $43,931 - $45,456
-892 Reduced 11.2%
7,073 $348,000
Q1 2023

May 10, 2023
SELL
$48.55 - $50.78 $155,068 - $162,191
-3,194 Reduced 28.62%
7,965 $401,000
Q4 2022

Feb 08, 2023
SELL
$48.12 - $50.24 $541,109 - $564,948
-11,245 Reduced 50.19%
11,159 $549,000
Q3 2022

Nov 09, 2022
SELL
$48.68 - $52.54 $682,785 - $736,926
-14,026 Reduced 38.5%
22,404 $1.1 Million
Q2 2022

Aug 12, 2022
SELL
$50.08 - $52.78 $1.86 Million - $1.96 Million
-37,138 Reduced 50.48%
36,430 $1.88 Million
Q4 2021

Feb 14, 2022
SELL
$55.82 - $56.81 $945,479 - $962,247
-16,938 Reduced 18.71%
73,568 $4.13 Million
Q3 2021

Nov 12, 2021
BUY
$56.59 - $57.62 $5.12 Million - $5.21 Million
90,506 New
90,506 $5.13 Million

Others Institutions Holding SCHR

# of Institutions
518
Shares Held
389M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
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More about SCHR
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