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Bell Investment Advisors, Inc: SCHD position timeline

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

Bell Investment Advisors, Inc held 364,874 SCHD 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 364,874 shares
    Change vs previous 13F +2,131 shares

    1.7% of the 13F portfolio, value $11,570,158.

    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 362,743 shares
    Change vs previous 13F +1,052 shares

    1.74% of the 13F portfolio, value $11,128,967.

    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 361,691 shares
    Change vs previous 13F +10,615 shares

    1.57% of the 13F portfolio, value $9,921,176.

    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 351,076 shares
    Change vs previous 13F +802 shares

    1.57% of the 13F portfolio, value $9,584,371.

    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 350,274 shares
    Change vs previous 13F -9,704 shares

    1.6% of the 13F portfolio, value $9,282,256.

    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 359,978 shares
    Change vs previous 13F +5,279 shares

    1.86% of the 13F portfolio, value $10,064,973.

    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 354,699 shares
    Change vs previous 13F +239,526 shares

    1.81% of the 13F portfolio, value $9,690,387.

    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 115,173 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $9,735,597.

    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).