ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC SCHX Holdings History
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2024-03-31, ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC held - shares of Schwab U.S. Large-Cap ETF(SCHX), totaling N/A. This investment constitutes 0% of their stock portfolio, and ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC now holds -% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2020Q3. And since then ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC has made 3 purchases of SCHX, at an average price of $44.02, for a total of 8,000.00 shares. In addition, there have been 2 sales at an average price of $52.16 for 8,000.00 shares. Based on historical transaction data and SCHX's current price of $24.70, ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC's estimated gain on his SCHX holdings is $65,120.00, reflecting a 18.49% gain to date.
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC SCHX ($24.70) Holding Chart
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC SCHX ($24.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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