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Schwab Strategic Tr us aggregate b shares owned by Bell Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Bell Investment Advisors from 13F filings

Historical chart of Bell Investment Advisors investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Bell Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Bell Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $110k 4.8k 23.22
2022-06-30 $52k 1.1k 48.24
2021-12-31 $58k 1.1k 54.31
2021-09-30 $58k 1.1k 54.72