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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
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

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R
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SCM
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SG
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EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return