Bell Investment Advisors, Inc Schwab Strategic Tr Us Large C Transaction History
Bell Investment Advisors, Inc
- $533 Million
- Q4 2024
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 12,366 shares of SCHV stock, worth $310,139. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,366
Previous 4,122
200.0%
Holding current value
$310,139
Previous $331,000
2.72%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
895Shares Held
328MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.39 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$976 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$802 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$399 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$254 Million0.66% of portfolio