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

Advanced Research Investment Solutions, LLC

$0
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 03, 2023	BUY	$47.67 - $52.37 $190,680 - $209,480	4,000 New	4,000 $209,000
Q1 2022 May 10, 2022	BUY	$49.51 - $57.27 $99,020 - $114,540	2,000 Added 100.0%	4,000 $215,000
Q3 2020 Nov 13, 2020	BUY	$37.26 - $43.03 $74,520 - $86,060	2,000 New	2,000 $161,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

Creative Planning Overland Park, KS

27.9M
Shares

$653 Million
1.88% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

25.6M
Shares

$599 Million
18.81% of portfolio
Us Bancorp \De\

20.6M
Shares

$482 Million
1.81% of portfolio
Mercer Global Advisors Inc Denver, CO

13.9M
Shares

$326 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

12.4M
Shares

$289 Million
1.12% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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