Bell Investment Advisors, Inc SCHX Holdings History
Bell Investment Advisors, Inc's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Bell Investment Advisors, Inc held 999,350.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $22.07 Mil. This investment constitutes 4.08% of their stock portfolio, and Bell Investment Advisors, Inc now holds 0.04% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2021Q3. And since then Bell Investment Advisors, Inc has made 10 purchases of SCHX, at an average price of $31.59, for a total of 1.03 Mil shares. In addition, there have been 3 sales at an average price of $45.45 for 27,543.00 shares. Based on historical transaction data and SCHX's current price of $24.86, Bell Investment Advisors, Inc's estimated gain on his SCHX holdings is $-6.34 Mil, reflecting a -19.55% gain to date.
Bell Investment Advisors, Inc SCHX ($24.86) Holding Chart
Bell Investment Advisors, Inc SCHX ($24.86) 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
