SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 361,691 Value ($000) $9,921 Avg Close — Range —
Q3 2025
Shares 351,076 Value ($000) $9,584 Avg Close — Range —
Q2 2025
Shares 350,274 Value ($000) $9,282 Avg Close — Range —
Q1 2025
Shares 359,978 Value ($000) $10,065 Avg Close — Range —
Q4 2024
Shares 354,699 Value ($000) $9,690 Avg Close — Range —
Q3 2024
Shares 115,173 Value ($000) $9,736 Avg Close — Range —
Q2 2024
Shares 107,431 Value ($000) $8,354 Avg Close — Range —
Q1 2024
Shares 108,176 Value ($000) $8,722 Avg Close — Range —
Q4 2023
Shares 105,731 Value ($000) $8,049 Avg Close — Range —
Q3 2023
Shares 103,165 Value ($000) $7,300 Avg Close — Range —
Q2 2023
Shares 99,844 Value ($000) $7,251 Avg Close — Range —
Q1 2023
Shares 96,389 Value ($000) $7,052 Avg Close — Range —
Q4 2022
Shares 93,233 Value ($000) $7,043 Avg Close — Range —
Q3 2022
Shares 72,657 Value ($000) $4,827 Avg Close — Range —
Q2 2022
Shares 65,616 Value ($000) $4,700 Avg Close — Range —
Q4 2021
Shares 49,294 Value ($000) $3,984 Avg Close — Range —
Q3 2021
Shares 49,972 Value ($000) $3,710 Avg Close — Range —