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Bell Investment Advisors, Inc: SCHX position timeline

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

Bell Investment Advisors, Inc held 866,847 SCHX 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 866,847 shares
    Change vs previous 13F -34,558 shares

    3.75% of the 13F portfolio, value $25,511,303.

    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 901,405 shares
    Change vs previous 13F +13,797 shares

    3.62% of the 13F portfolio, value $23,112,036.

    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 887,608 shares
    Change vs previous 13F -14,002 shares

    3.78% of the 13F portfolio, value $23,885,540.

    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 901,610 shares
    Change vs previous 13F -26,108 shares

    3.88% of the 13F portfolio, value $23,748,417.

    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 927,718 shares
    Change vs previous 13F -71,632 shares

    3.9% of the 13F portfolio, value $22,673,424.

    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 999,350 shares
    Change vs previous 13F +19,800 shares

    4.08% of the 13F portfolio, value $22,065,647.

    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 979,550 shares
    Change vs previous 13F +651,398 shares

    4.24% of the 13F portfolio, value $22,705,968.

    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 328,152 shares
    Change vs previous 13F not available

    4.08% of the 13F portfolio, value $22,265,096.

    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).