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Bell Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Bell Investment Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.7K Sell
1,717
-10
-0.6% -$280 0.01% 275
2026
Q1 		$43.4K Sell
1,727
-633
-27% -$16.6K 0.01% 274
2025
Q4 		$61.9K Hold
2,360
– – 0.01% 229
2025
Q3 		$60.7K Buy
2,360
+208
+10% +$5.15K 0.01% 220
2025
Q2 		$51.3K Sell
2,152
-22,282
-91% -$491K 0.01% 242
2025
Q1 		$526K Sell
24,434
-22,453
-48% -$511K 0.1% 63
2024
Q4 		$1.06M Buy
46,887
+360
+0.8% +$8.22K 0.2% 49
2024
Q3 		$1.03M Sell
46,527
-11,217
-19% -$239K 0.19% 49
2024
Q2 		$1.21M Buy
57,744
+1,407
+2% +$28.5K 0.24% 47
2024
Q1 		$1.15M Sell
56,337
-13,713
-20% -$265K 0.22% 49
2023
Q4 		$1.3M Sell
70,050
-12,837
-15% -$222K 0.27% 44
2023
Q3 		$1.38M Buy
82,887
+315
+0.4% +$5.45K 0.31% 39
2023
Q2 		$1.42M Buy
82,572
+303
+0.4% +$4.94K 0.32% 37
2023
Q1 		$1.31M Sell
82,269
-18,990
-19% -$297K 0.31% 37
2022
Q4 		$1.51M Buy
+101,259
New +$1.52M 0.38% 31

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Bell Investment Advisors's SCHB Position: Q2 2026 in Review

Bell Investment Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.58% in Q2 2026, selling an estimated $280 and leaving 1,717 shares worth $49.7K. The position accounts for 0.01% of the portfolio, ranked #275.

Bell Investment Advisors first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.51M in Q4 2022. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Bell Investment Advisors held 1,717 shares of Schwab US Broad Market ETF worth $49.7K as of Q2 2026.
  • Bell Investment Advisors sold 10 Schwab US Broad Market ETF shares in Q2 2026, an estimated $280.
  • Schwab US Broad Market ETF made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #275 holding.
  • Bell Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Bell Investment Advisors's Schwab US Broad Market ETF position peaked at $1.51M in Q4 2022.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.