Schwab U S Broad Market ETF shares owned by Bell Investment Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Bell Investment Advisors
from 13F filings
Historical chart of Bell Investment Advisors investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Bell Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Bell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $61k | 2.4k | 25.71 |
| 2025-06-30 | $51k | 2.2k | 23.83 |
| 2025-03-31 | $526k | 24k | 21.53 |
| 2024-12-31 | $1.1M | 47k | 22.70 |
| 2024-09-30 | $1.0M | 16k | 66.52 |
| 2024-03-31 | $1.1M | 19k | 61.05 |
| 2023-12-31 | $1.3M | 23k | 55.67 |
| 2023-09-30 | $1.4M | 28k | 49.85 |
| 2023-06-30 | $1.4M | 28k | 51.70 |
| 2023-03-31 | $1.3M | 27k | 47.85 |
| 2022-12-31 | $1.5M | 34k | 44.81 |