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Bell Investment Advisors, Inc: SCHF position timeline

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

Bell Investment Advisors, Inc held 559,144 SCHF 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 559,144 shares
    Change vs previous 13F +868 shares

    2.27% of the 13F portfolio, value $15,488,286.

    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 558,276 shares
    Change vs previous 13F -12,956 shares

    2.16% of the 13F portfolio, value $13,817,341.

    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 571,232 shares
    Change vs previous 13F +24,611 shares

    2.17% of the 13F portfolio, value $13,732,409.

    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 546,621 shares
    Change vs previous 13F -9 shares

    2.08% of the 13F portfolio, value $12,725,342.

    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 546,630 shares
    Change vs previous 13F -14,670 shares

    2.08% of the 13F portfolio, value $12,080,530.

    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 561,300 shares
    Change vs previous 13F +19,557 shares

    2.05% of the 13F portfolio, value $11,102,515.

    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 541,743 shares
    Change vs previous 13F +274,395 shares

    1.87% of the 13F portfolio, value $10,022,250.

    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 267,348 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $10,993,369.

    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).