ARIS

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,073	Closed	-$167K	–	251
2021 Q4	$167K	Hold	2,073	–	–	0.06%	55
2021 Q3	$154K	Buy	+2,073	New	+$154K	0.08%	35