BIA
Bell Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.7M | Sell |
927,718
-71,632
| -7% | -$1.75M | 3.9% | 8 |
|
|
2025
Q1 | $22.1M | Buy |
999,350
+19,800
| +2% | +$437K | 4.08% | 7 |
|
|
2024
Q4 | $22.7M | Buy |
979,550
+651,398
| +199% | +$15.1M | 4.24% | 6 |
|
|
2024
Q3 | $22.3M | Buy |
328,152
+23,434
| +8% | +$1.59M | 4.08% | 7 |
|
|
2024
Q2 | $19.6M | Buy |
304,718
+7,588
| +3% | +$488K | 3.84% | 8 |
|
|
2024
Q1 | $18.4M | Buy |
297,130
+11,116
| +4% | +$690K | 3.6% | 9 |
|
|
2023
Q4 | $16.1M | Buy |
286,014
+11,174
| +4% | +$630K | 3.31% | 9 |
|
|
2023
Q3 | $13.9M | Buy |
274,840
+4,824
| +2% | +$244K | 3.12% | 10 |
|
|
2023
Q2 | $14.1M | Buy |
270,016
+7,184
| +3% | +$376K | 3.14% | 10 |
|
|
2023
Q1 | $12.7M | Buy |
262,832
+1,169
| +0.4% | +$56.5K | 2.97% | 11 |
|
|
2022
Q4 | $11.8M | Buy |
261,663
+8,287
| +3% | +$374K | 2.94% | 11 |
|
|
2022
Q3 | $10.7M | Buy |
253,376
+26,211
| +12% | +$1.11M | 3.33% | 10 |
|
|
2022
Q2 | $10.1M | Buy |
+227,165
| New | +$10.1M | 3.11% | 11 |
|
|
2021
Q4 | $13.9M | Sell |
121,831
-3,070
| -2% | -$349K | 3.8% | 9 |
|
|
2021
Q3 | $13M | Buy |
+124,901
| New | +$13M | 3.85% | 7 |
|