ARIS
Advanced Research Investment Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,000
| Closed | -$226K | – | 21 |
|
|
2023
Q4 | $226K | Hold |
4,000
| – | – | 0.14% | 28 |
|
|
2023
Q3 | $202K | Hold |
4,000
| – | – | 0.13% | 29 |
|
|
2023
Q2 | $209K | Buy |
+4,000
| New | +$209K | 0.12% | 31 |
|
|
2022
Q4 | – | Sell |
-4,000
| Closed | -$169K | – | 128 |
|
|
2022
Q3 | $169K | Hold |
4,000
| – | – | 0.1% | 30 |
|
|
2022
Q2 | $179K | Hold |
4,000
| – | – | 0.1% | 25 |
|
|
2022
Q1 | $215K | Buy |
4,000
+2,000
| +100% | +$108K | 0.09% | 36 |
|
|
2021
Q4 | $227K | Hold |
2,000
| – | – | 0.08% | 44 |
|
|
2021
Q3 | $208K | Hold |
2,000
| – | – | 0.11% | 28 |
|
|
2021
Q2 | $208K | Hold |
2,000
| – | – | 0.19% | 18 |
|
|
2021
Q1 | $192K | Hold |
2,000
| – | – | 0.22% | 14 |
|
|
2020
Q4 | $182K | Hold |
2,000
| – | – | 0.27% | 10 |
|
|
2020
Q3 | $161K | Buy |
+2,000
| New | +$161K | 0.3% | 7 |
|