Advanced Research Investment Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $226K | Hold |
|
|||||
|
2023
Q3 | $202K | Hold |
|
|||||
|
2023
Q2 | $209K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $169K | Hold |
|
|||||
|
2022
Q2 | $179K | Hold |
|
|||||
|
2022
Q1 | $215K | Hold |
|
|||||
|
2021
Q4 | $227K | Hold |
|
|||||
|
2021
Q3 | $208K | Hold |
|
|||||
|
2021
Q2 | $208K | Hold |
|
|||||
|
2021
Q1 | $192K | Hold |
|
|||||
|
2020
Q4 | $182K | Hold |
|
|||||
|
2020
Q3 | $161K | Buy |
|