Number of Shares
671,179.00
Current Holdings Value*
$22.29 Mil
% of Portfolio
4.16%
Total Estimate Gain
$4.35 Mil
% of Total Estimate Gain
21.02%

Bell Investment Advisors, Inc's Schwab Fundamental International Equity ETF Holding Summary

As of 2024-12-31, Bell Investment Advisors, Inc held 671,179.00 shares of Schwab Fundamental International Equity ETF(FNDF), totaling $22.29 Mil. This investment constitutes 4.16% of their stock portfolio, and Bell Investment Advisors, Inc now holds 0.17% of the outstanding Schwab Fundamental International Equity ETF(FNDF) stock.

The initial trade took place in 2021Q3. And since then Bell Investment Advisors, Inc has made 12 purchases of FNDF, at an average price of $30.82, for a total of 671,179.00 shares. Based on historical transaction data and FNDF's current price of $37.30, Bell Investment Advisors, Inc's estimated gain on his FNDF holdings is $4.35 Mil, reflecting a 21.02% gain to date.

Bell Investment Advisors, Inc FNDF ($37.30) Holding Chart

Bell Investment Advisors, Inc FNDF ($37.30) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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