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Advanced Research Investment Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Advanced Research Investment Solutions’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,219
Closed -$167K – 251
2021
Q4 		$167K Hold
6,219
– – 0.06% 55
2021
Q3 		$154K Buy
+6,219
New +$158K 0.08% 35

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Morgan Stanley
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Bank of America
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Northwestern Mutual Wealth Management
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Ameriprise
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Advanced Research Investment Solutions's SCHD Position: Q1 2022 in Review

Advanced Research Investment Solutions sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2022, closing a stake of 6,219 shares — an estimated $167K sold.

Advanced Research Investment Solutions first reported a position in SCHD in Q3 2021 and held it in 2 quarters. The position peaked at $167K in Q4 2021. 1,173 funds tracked by Wall St. Rank hold SCHD as of Q1 2022.

  • Advanced Research Investment Solutions reported no remaining Schwab US Dividend Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 6,219 Schwab US Dividend Equity ETF shares in Q1 2022, an estimated $167K.
  • Advanced Research Investment Solutions first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and held it in 2 quarters.
  • Advanced Research Investment Solutions's Schwab US Dividend Equity ETF position peaked at $167K in Q4 2021.
  • 1,173 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2022, filed 10 May 2022.