SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

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

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

Q4 2025
Shares 104,719 Value ($000) $4,768 Avg Close — Range —
Q3 2025
Shares 104,534 Value ($000) $4,757 Avg Close — Range —
Q2 2025
Shares 102,535 Value ($000) $4,367 Avg Close — Range —
Q1 2025
Shares 105,992 Value ($000) $3,803 Avg Close — Range —
Q4 2024
Shares 101,407 Value ($000) $3,481 Avg Close — Range —
Q3 2024
Shares 98,021 Value ($000) $3,777 Avg Close — Range —
Q2 2024
Shares 97,335 Value ($000) $3,463 Avg Close — Range —
Q1 2024
Shares 100,504 Value ($000) $3,598 Avg Close — Range —
Q4 2023
Shares 164,615 Value ($000) $5,743 Avg Close — Range —
Q3 2023
Shares 170,699 Value ($000) $5,505 Avg Close — Range —
Q2 2023
Shares 174,058 Value ($000) $5,878 Avg Close — Range —
Q1 2023
Shares 174,395 Value ($000) $5,879 Avg Close — Range —
Q4 2022
Shares 174,922 Value ($000) $5,505 Avg Close — Range —
Q3 2022
Shares 149,942 Value ($000) $4,161 Avg Close — Range —
Q2 2022
Shares 157,748 Value ($000) $4,926 Avg Close — Range —
Q4 2021
Shares 141,193 Value ($000) $5,779 Avg Close — Range —
Q3 2021
Shares 140,719 Value ($000) $5,843 Avg Close — Range —