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Bell Investment Advisors, Inc: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bell Investment Advisors, Inc on SCHA, newest first. How the timeline and the estimate are built.

Bell Investment Advisors, Inc held 230,329 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230,329 shares
    Change vs previous 13F -9,086 shares

    1.22% of the 13F portfolio, value $8,321,790.

    13F-HR 0001890149-26-000003 filed by Bell Investment Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 239,415 shares
    Change vs previous 13F -6,637 shares

    1.09% of the 13F portfolio, value $6,962,190.

    13F-HR 0001890149-26-000002 filed by Bell Investment Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 246,052 shares
    Change vs previous 13F -2,432 shares

    1.11% of the 13F portfolio, value $7,007,554.

    13F-HR 0001890149-26-000001 filed by Bell Investment Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 248,484 shares
    Change vs previous 13F -344 shares

    1.13% of the 13F portfolio, value $6,932,694.

    13F-HR 0001890149-25-000009 filed by Bell Investment Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 248,828 shares
    Change vs previous 13F -9,491 shares

    1.08% of the 13F portfolio, value $6,295,349.

    13F-HR 0001890149-25-000005 filed by Bell Investment Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 258,319 shares
    Change vs previous 13F +4 shares

    1.12% of the 13F portfolio, value $6,052,418.

    13F-HR 0001890149-25-000004 filed by Bell Investment Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 258,315 shares
    Change vs previous 13F +130,436 shares

    1.25% of the 13F portfolio, value $6,680,018.

    13F-HR 0001890149-25-000001 filed by Bell Investment Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 127,879 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $6,585,768.

    13F-HR 0001890149-24-000004 filed by Bell Investment Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).