Advanced Research Investment Solutions, LLC Schwab Strategic Tr Us Dividen Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$75.14 - $81.94 $155,765 - $169,861	-2,073 Closed	0 $0
Q3 2021 Nov 04, 2021	BUY	$74.23 - $78.13 $153,878 - $161,963	2,073 New	2,073 $0

Others Institutions Holding SCHD

# of Institutions

1,751

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$330 Million
0.45% of portfolio
Morgan Stanley New York, NY

9.23M
Shares

$264 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$256 Million
14.86% of portfolio
Avantax Advisory Services, Inc.

8.5M
Shares

$244 Million
4.81% of portfolio
Bank Of America Corp Charlotte, NC

7.41M
Shares

$212 Million
0.05% of portfolio

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