Dynamic Advisor Solutions LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 10,970 shares of SCHE stock, worth $371,773. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,970
Previous 9,818
11.73%
Holding current value
$371,773
Previous $295,000
24.07%
% of portfolio
0.01%
Previous 0.01%
Shares
29 transactions
Others Institutions Holding SCHE
# of Institutions
867Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$662 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$597 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$344 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$128 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$125 Million0.08% of portfolio