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Bell Investment Advisors, Inc: SCHC position timeline

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

Bell Investment Advisors, Inc held 98,683 SCHC 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 98,683 shares
    Change vs previous 13F +203 shares

    0.7% of the 13F portfolio, value $4,748,637.

    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 98,480 shares
    Change vs previous 13F -6,239 shares

    0.72% of the 13F portfolio, value $4,602,938.

    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 104,719 shares
    Change vs previous 13F +185 shares

    0.75% of the 13F portfolio, value $4,767,865.

    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 104,534 shares
    Change vs previous 13F +1,999 shares

    0.78% of the 13F portfolio, value $4,757,358.

    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 102,535 shares
    Change vs previous 13F -3,457 shares

    0.75% of the 13F portfolio, value $4,366,970.

    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 105,992 shares
    Change vs previous 13F +4,585 shares

    0.7% of the 13F portfolio, value $3,803,001.

    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 101,407 shares
    Change vs previous 13F +3,386 shares

    0.65% of the 13F portfolio, value $3,481,308.

    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 98,021 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $3,776,735.

    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).