Bell Investment Advisors, Inc SCHB Holdings History
Bell Investment Advisors, Inc's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Bell Investment Advisors, Inc held 24,434.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $526,070.00. This investment constitutes 0.1% of their stock portfolio, and Bell Investment Advisors, Inc now holds 0% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2022Q4. And since then Bell Investment Advisors, Inc has made 6 purchases of SCHB, at an average price of $34.58, for a total of 62,067.00 shares. In addition, there have been 4 sales at an average price of $34.38 for 37,633.00 shares. Based on historical transaction data and SCHB's current price of $24.07, Bell Investment Advisors, Inc's estimated gain on his SCHB holdings is $-264,470.45, reflecting a -12.32% gain to date.
Bell Investment Advisors, Inc SCHB ($24.07) Holding Chart
Bell Investment Advisors, Inc SCHB ($24.07) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
