Dynamic Advisor Solutions LLC Schwab Strategic Tr Us Broad M Transaction History

Dynamic Advisor Solutions LLC

  • $3.33 Billion
  • Q3 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 23,140 shares of SCHB stock, worth $595,392. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,140
Previous 23,319 0.77%
Holding current value
$595,392
Previous $555,000 7.03%
% of portfolio
0.02%
Previous 0.02%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$23.82 - $25.84 $4,263 - $4,625
-179 Reduced 0.77%
23,140 $594,000
Q2 2025

Jul 09, 2025
BUY
$19.1 - $23.83 $1,107 - $1,382
58 Added 0.25%
23,319 $555,000
Q1 2025

Apr 16, 2025
BUY
$21.23 - $23.75 $493,831 - $552,448
23,261 New
23,261 $498,000
Q3 2024

Oct 07, 2024
SELL
$59.93 - $66.52 $31,463 - $34,923
-525 Reduced 4.79%
10,446 $694,000
Q2 2024

Jul 15, 2024
BUY
$57.57 - $63.3 $76,913 - $84,568
1,336 Added 13.87%
10,971 $689,000
Q1 2024

Apr 12, 2024
SELL
$54.61 - $61.05 $3,495 - $3,907
-64 Reduced 0.66%
9,635 $588,000
Q4 2023

Jan 10, 2024
BUY
$47.61 - $55.91 $48,086 - $56,469
1,010 Added 11.62%
9,699 $539,000
Q3 2023

Oct 10, 2023
SELL
$49.59 - $53.57 $69,029 - $74,569
-1,392 Reduced 13.81%
8,689 $433,000
Q2 2023

Aug 03, 2023
SELL
$47.08 - $51.7 $9,086 - $9,978
-193 Reduced 1.88%
10,081 $521,000
Q1 2023

Apr 10, 2023
SELL
$44.47 - $49.23 $8,760 - $9,698
-197 Reduced 1.88%
10,274 $491,000
Q4 2022

Jan 12, 2023
SELL
$41.94 - $47.81 $74,946 - $85,436
-1,787 Reduced 14.58%
10,471 $469 Million
Q3 2022

Oct 20, 2022
SELL
$41.99 - $50.63 $608,015 - $733,122
-14,480 Reduced 54.16%
12,258 $515,000
Q2 2022

Jul 27, 2022
BUY
$42.93 - $53.98 $18,889 - $23,751
440 Added 1.67%
26,738 $1.18 Million
Q1 2022

Apr 11, 2022
BUY
$49.15 - $56.85 $631,282 - $730,181
12,844 Added 95.47%
26,298 $1.4 Million
Q4 2021

Jan 26, 2022
BUY
$51.87 - $56.86 $14,212 - $15,579
274 Added 2.08%
13,454 $1.52 Million
Q3 2021

Oct 28, 2021
BUY
$51.32 - $54.83 $60,660 - $64,809
1,182 Added 9.85%
13,180 $1.37 Million
Q2 2021

Aug 10, 2021
SELL
$48.92 - $52.14 $56,747 - $60,482
-1,160 Reduced 8.82%
11,998 $1.25 Million
Q1 2021

Apr 27, 2021
SELL
$44.89 - $48.81 $66,886 - $72,726
-1,490 Reduced 10.17%
13,158 $1.27 Million
Q4 2020

Feb 03, 2021
SELL
$39.03 - $45.5 $3,200 - $3,731
-82 Reduced 0.56%
14,648 $1.33 Million
Q3 2020

Oct 27, 2020
BUY
$36.93 - $42.52 $83,609 - $96,265
2,264 Added 18.16%
14,730 $1.17 Million
Q2 2020

Aug 05, 2020
BUY
$28.84 - $38.49 $31,406 - $41,915
1,089 Added 9.57%
12,466 $916,000
Q1 2020

May 07, 2020
SELL
$26.18 - $40.44 $65,109 - $100,574
-2,487 Reduced 17.94%
11,377 $687,000
Q4 2019

Feb 04, 2020
SELL
$34.47 - $38.58 $22,060 - $24,691
-640 Reduced 4.41%
13,864 $1.07 Million
Q3 2019

Nov 13, 2019
BUY
$35.32 - $36.13 $35,673 - $36,491
1,010 Added 7.48%
14,504 $1.03 Million
Q2 2019

Aug 13, 2019
BUY
N/A
2,144 Added 18.89%
13,494 $952,000
Q1 2019

Apr 10, 2019
SELL
N/A
-1,970 Reduced 14.79%
11,350 $772,000
Q4 2018

Jan 29, 2019
BUY
N/A
4,910 Added 58.38%
13,320 $854,000
Q3 2018

Nov 14, 2018
BUY
N/A
2,102 Added 33.32%
8,410 $592,000
Q2 2018

Aug 07, 2018
BUY
N/A
6,308 New
6,308 $416,000

Others Institutions Holding SCHB

# of Institutions
1,349
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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More about SCHB
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