SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Bell Investment Advisors, Inc's Holding History (CIK: 0001890149)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 887,608 Value ($000) $23,886 Avg Close — Range —
Q3 2025
Shares 901,610 Value ($000) $23,748 Avg Close — Range —
Q2 2025
Shares 927,718 Value ($000) $22,673 Avg Close — Range —
Q1 2025
Shares 999,350 Value ($000) $22,066 Avg Close — Range —
Q4 2024
Shares 979,550 Value ($000) $22,706 Avg Close — Range —
Q3 2024
Shares 328,152 Value ($000) $22,265 Avg Close — Range —
Q2 2024
Shares 304,718 Value ($000) $19,578 Avg Close — Range —
Q1 2024
Shares 297,130 Value ($000) $18,440 Avg Close — Range —
Q4 2023
Shares 286,014 Value ($000) $16,131 Avg Close — Range —
Q3 2023
Shares 274,840 Value ($000) $13,907 Avg Close — Range —
Q2 2023
Shares 270,016 Value ($000) $14,141 Avg Close — Range —
Q1 2023
Shares 262,832 Value ($000) $12,713 Avg Close — Range —
Q4 2022
Shares 261,663 Value ($000) $11,814 Avg Close — Range —
Q3 2022
Shares 253,376 Value ($000) $10,730 Avg Close — Range —
Q2 2022
Shares 227,165 Value ($000) $10,145 Avg Close — Range —
Q4 2021
Shares 121,831 Value ($000) $13,867 Avg Close — Range —
Q3 2021
Shares 124,901 Value ($000) $12,993 Avg Close — Range —