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 979,550 shares of SCHX stock, worth $23 Million. This represents 4.26% of its overall portfolio holdings.

Number of Shares

979,550

Previous 328,152 198.5%

Holding current value

$23 Million

Previous $22.3 Million 1.98%

% of portfolio

4.26%

Previous 4.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $14.6 Million - $44.5 Million	651,398 Added 198.5%	979,550 $22.7 Million
Q3 2024 Nov 13, 2024	BUY	$61.11 - $67.85 $1.43 Million - $1.59 Million	23,434 Added 7.69%	328,152 $22.3 Million
Q2 2024 Aug 07, 2024	BUY	$58.7 - $64.78 $445,415 - $491,550	7,588 Added 2.55%	304,718 $19.6 Million
Q1 2024 May 08, 2024	BUY	$55.41 - $62.08 $615,937 - $690,081	11,116 Added 3.89%	297,130 $18.4 Million
Q4 2023 Feb 14, 2024	BUY	$48.47 - $56.6 $541,603 - $632,448	11,174 Added 4.07%	286,014 $16.1 Million
Q3 2023 Nov 08, 2023	BUY	$50.36 - $54.21 $242,936 - $261,509	4,824 Added 1.79%	274,840 $13.9 Million
Q2 2023 Aug 09, 2023	BUY	$47.67 - $52.37 $342,461 - $376,226	7,184 Added 2.73%	270,016 $14.1 Million
Q1 2023 May 10, 2023	BUY	$44.78 - $49.41 $52,347 - $57,760	1,169 Added 0.45%	262,832 $12.7 Million
Q4 2022 Feb 08, 2023	BUY	$42.25 - $48.16 $350,125 - $399,101	8,287 Added 3.27%	261,663 $11.8 Million
Q3 2022 Nov 09, 2022	BUY	$42.35 - $51.01 $1.11 Million - $1.34 Million	26,211 Added 11.54%	253,376 $10.7 Million
Q2 2022 Aug 12, 2022	BUY	$43.35 - $54.51 $4.57 Million - $5.74 Million	105,334 Added 86.46%	227,165 $10.1 Million
Q4 2021 Feb 14, 2022	SELL	$51.9 - $57.29 $159,333 - $175,880	-3,070 Reduced 2.46%	121,831 $13.9 Million
Q3 2021 Nov 12, 2021	BUY	$51.52 - $54.94 $6.43 Million - $6.86 Million	124,901 New	124,901 $13 Million

Others Institutions Holding SCHX

# of Institutions

1,469

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bell Investment Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bell Investment Advisors, Inc with notifications on news.

Account

Bell Investment Advisors, Inc Schwab Strategic Tr Us Large C Transaction History