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Bell Investment Advisors, Inc → SCHW-PJ
Bell Investment Advisors, Inc SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
81
Latest value
$4.7M
Q3 2026
Peak value
$70.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $179K |
| Q3 2025 | $61K |
| Q3 2025 | $23.7M |
| Q3 2025 | $215K |
| Q3 2025 | $189K |
| Q3 2025 | $6.9M |
| Q3 2025 | $1.7M |
| Q3 2025 | $7.7M |
| Q3 2025 | $28.9M |
| Q3 2025 | $19.9M |
| Q3 2025 | $54.3M |
| Q3 2025 | $9.6M |
| Q3 2025 | $12.7M |
| Q3 2025 | $7K |
| Q3 2025 | $724K |
| Q3 2025 | $4.8M |
| Q4 2025 | $187K |
| Q4 2025 | $62K |
| Q4 2025 | $23.9M |
| Q4 2025 | $170K |
| Q4 2025 | $192K |
| Q4 2025 | $7M |
| Q4 2025 | $1.7M |
| Q4 2025 | $7.8M |
| Q4 2025 | $31M |
| Q4 2025 | $20M |
| Q4 2025 | $54.8M |
| Q4 2025 | $9.9M |
| Q4 2025 | $13.7M |
| Q4 2025 | $7K |
| Q4 2025 | $843K |
| Q4 2025 | $4.8M |
| Q1 2026 | $161K |
| Q1 2026 | $43K |
| Q1 2026 | $23.1M |
| Q1 2026 | $163K |
| Q1 2026 | $263K |
| Q1 2026 | $7M |
| Q1 2026 | $1.7M |
| Q1 2026 | $8.1M |
| Q1 2026 | $31.5M |
| Q1 2026 | $14.5M |
| Q1 2026 | $60.7M |
| Q1 2026 | $11.1M |
| Q1 2026 | $13.8M |
| Q1 2026 | $110K |
| Q1 2026 | $7K |
| Q1 2026 | $842K |
| Q1 2026 | $4.6M |
| Q2 2026 | $147K |
| Q2 2026 | $50K |
| Q2 2026 | $25.5M |
| Q2 2026 | $129K |
| Q2 2026 | $247K |
| Q2 2026 | $8.3M |
| Q2 2026 | $1.7M |
| Q2 2026 | $8.8M |
| Q2 2026 | $34.6M |
| Q2 2026 | $16.8M |
| Q2 2026 | $68.5M |
| Q2 2026 | $11.6M |
| Q2 2026 | $15.5M |
| Q2 2026 | $8K |
| Q2 2026 | $368K |
| Q2 2026 | $4.7M |
| Q3 2026 | $163K |
| Q3 2026 | $50K |
| Q3 2026 | $26.4M |
| Q3 2026 | $137K |
| Q3 2026 | $236K |
| Q3 2026 | $7.1M |
| Q3 2026 | $1.6M |
| Q3 2026 | $9.4M |
| Q3 2026 | $35M |
| Q3 2026 | $15.7M |
| Q3 2026 | $70.4M |
| Q3 2026 | $11.5M |
| Q3 2026 | $14.7M |
| Q3 2026 | $7K |
| Q3 2026 | $357K |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 94.7K | — | — |
| Q3 2026 | $357K | 15.1K | — | — |
| Q3 2026 | $7K | 335 | — | — |
| Q3 2026 | $14.7M | 536.7K | — | — |
| Q3 2026 | $11.5M | 352.0K | — | — |
| Q3 2026 | $70.4M | 2.24M | — | — |
| Q3 2026 | $15.7M | 449.4K | — | — |
| Q3 2026 | $35M | 651.7K | — | — |
| Q3 2026 | $9.4M | 223.6K | — | — |
| Q3 2026 | $1.6M | 44.2K | — | — |
| Q3 2026 | $7.1M | 217.6K | — | — |
| Q3 2026 | $236K | 7.1K | — | — |
| Q3 2026 | $137K | 3.8K | — | — |
| Q3 2026 | $26.4M | 879.3K | — | — |
| Q3 2026 | $50K | 1.7K | — | — |
| Q3 2026 | $163K | 1.7K | — | — |
| Q2 2026 | $4.7M | 98.7K | — | — |
| Q2 2026 | $368K | 14.9K | — | — |
| Q2 2026 | $8K | 332 | — | — |
| Q2 2026 | $15.5M | 559.1K | — | — |
| Q2 2026 | $11.6M | 364.9K | — | — |
| Q2 2026 | $68.5M | 2.20M | — | — |
| Q2 2026 | $16.8M | 442.6K | — | — |
| Q2 2026 | $34.6M | 656.3K | — | — |
| Q2 2026 | $8.8M | 220.7K | — | — |
| Q2 2026 | $1.7M | 47.4K | — | — |
| Q2 2026 | $8.3M | 230.3K | — | — |
| Q2 2026 | $247K | 7.1K | — | — |
| Q2 2026 | $129K | 3.8K | — | — |
| Q2 2026 | $25.5M | 866.8K | — | — |
| Q2 2026 | $50K | 1.7K | — | — |
| Q2 2026 | $147K | 1.6K | — | — |
| Q1 2026 | $4.6M | 98.5K | — | — |
| Q1 2026 | $842K | 33.8K | — | — |
| Q1 2026 | $7K | 330 | — | — |
| Q1 2026 | $110K | 4.8K | — | — |
| Q1 2026 | $13.8M | 558.3K | — | — |
| Q1 2026 | $11.1M | 362.7K | — | — |
| Q1 2026 | $60.7M | 2.18M | — | — |
| Q1 2026 | $14.5M | 447.4K | — | — |
| Q1 2026 | $31.5M | 644.4K | — | — |
| Q1 2026 | $8.1M | 212.0K | — | — |
| Q1 2026 | $1.7M | 52.0K | — | — |
| Q1 2026 | $7M | 239.4K | — | — |
| Q1 2026 | $263K | 8.6K | — | — |
| Q1 2026 | $163K | 5.6K | — | — |
| Q1 2026 | $23.1M | 901.4K | — | — |
| Q1 2026 | $43K | 1.7K | — | — |
| Q1 2026 | $161K | 1.7K | — | — |
| Q4 2025 | $4.8M | 104.7K | — | — |
| Q4 2025 | $843K | 33.6K | — | — |
| Q4 2025 | $7K | 328 | — | — |
| Q4 2025 | $13.7M | 571.2K | — | — |
| Q4 2025 | $9.9M | 361.7K | — | — |
| Q4 2025 | $54.8M | 2.01M | — | — |
| Q4 2025 | $20M | 635.3K | — | — |
| Q4 2025 | $31M | 685.4K | — | — |
| Q4 2025 | $7.8M | 216.6K | — | — |
| Q4 2025 | $1.7M | 50.4K | — | — |
| Q4 2025 | $7M | 246.1K | — | — |
| Q4 2025 | $192K | 6.5K | — | — |
| Q4 2025 | $170K | 5.2K | — | — |
| Q4 2025 | $23.9M | 887.6K | — | — |
| Q4 2025 | $62K | 2.4K | — | — |
| Q4 2025 | $187K | 1.9K | — | — |
| Q3 2025 | $4.8M | 104.5K | — | — |
| Q3 2025 | $724K | 28.8K | — | — |
| Q3 2025 | $7K | 325 | — | — |
| Q3 2025 | $12.7M | 546.6K | — | — |
| Q3 2025 | $9.6M | 351.1K | — | — |
| Q3 2025 | $54.3M | 2.06M | — | — |
| Q3 2025 | $19.9M | 637.6K | — | — |
| Q3 2025 | $28.9M | 673.7K | — | — |
| Q3 2025 | $7.7M | 211.7K | — | — |
| Q3 2025 | $1.7M | 50.6K | — | — |
| Q3 2025 | $6.9M | 248.5K | — | — |
| Q3 2025 | $189K | 6.5K | — | — |
| Q3 2025 | $215K | 6.7K | — | — |
| Q3 2025 | $23.7M | 901.6K | — | — |
| Q3 2025 | $61K | 2.4K | — | — |
| Q3 2025 | $179K | 1.9K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B