Advanced Research Investment Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History

Advanced Research Investment Solutions’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,000	Closed	-$226K	–	21
2023 Q4	$226K	Hold	12,000	–	–	0.14%	28
2023 Q3	$202K	Hold	12,000	–	–	0.13%	29
2023 Q2	$209K	Buy	+12,000	New	+$198K	0.12%	31
2022 Q4	–	Sell	-12,000	Closed	-$169K	–	128
2022 Q3	$169K	Hold	12,000	–	–	0.1%	30
2022 Q2	$179K	Hold	12,000	–	–	0.1%	25
2022 Q1	$215K	Hold	12,000	–	–	0.09%	36
2021 Q4	$227K	Hold	12,000	–	–	0.08%	44
2021 Q3	$208K	Hold	12,000	–	–	0.11%	28
2021 Q2	$208K	Hold	12,000	–	–	0.19%	18
2021 Q1	$192K	Hold	12,000	–	–	0.22%	14
2020 Q4	$182K	Hold	12,000	–	–	0.27%	10
2020 Q3	$161K	Buy	+12,000	New	+$159K	0.3%	7

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advanced Research Investment Solutions's SCHX Position: Q1 2024 in Review

Advanced Research Investment Solutions sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2024, closing a stake of 12,000 shares — an estimated $226K sold.

Advanced Research Investment Solutions first reported a position in SCHX in Q3 2020 and held it in 12 quarters. The position peaked at $227K in Q4 2021. 1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

Advanced Research Investment Solutions reported no remaining Schwab US Large- Cap ETF position as of Q1 2024 after selling out during the quarter.
Advanced Research Investment Solutions sold 12,000 Schwab US Large- Cap ETF shares in Q1 2024, an estimated $226K.
Advanced Research Investment Solutions first reported a position in Schwab US Large- Cap ETF in Q3 2020 and held it in 12 quarters.
Advanced Research Investment Solutions's Schwab US Large- Cap ETF position peaked at $227K in Q4 2021.
1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2024.