Dynamic Advisor Solutions LLC Schwab Strategic Tr Us Emergin Transaction History
Dynamic Advisor Solutions LLC
- $3.28 Billion
- Q3 2024
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 12,451 shares of SCHE stock, worth $360,331. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,451
Previous 8,283
50.32%
Holding current value
$360,331
Previous $219,000
65.75%
% of portfolio
0.01%
Previous 0.01%
Shares
26 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
236MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.87 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$614 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$567 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$210 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$92.9 Million3.96% of portfolio