Dynamic Advisor Solutions LLC Schwab Strategic Tr Us Emergin Transaction History

Dynamic Advisor Solutions LLC

  • $3.14 Billion
  • Q2 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 9,818 shares of SCHE stock, worth $304,554. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,818
Previous 10,888 9.83%
Holding current value
$304,554
Previous $300,000 1.67%
% of portfolio
0.01%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
$24.38 - $30.18 $26,086 - $32,292
-1,070 Reduced 9.83%
9,818 $295,000
Q1 2025

Apr 16, 2025
BUY
$25.81 - $28.52 $281,019 - $310,525
10,888 New
10,888 $300,000
Q3 2024

Oct 07, 2024
BUY
$25.45 - $29.53 $106,075 - $123,081
4,168 Added 50.32%
12,451 $363,000
Q2 2024

Jul 15, 2024
BUY
$24.67 - $27.2 $814 - $897
33 Added 0.4%
8,283 $219,000
Q1 2024

Apr 12, 2024
BUY
$23.47 - $25.45 $193,627 - $209,962
8,250 New
8,250 $208,000
Q3 2023

Oct 10, 2023
SELL
$23.83 - $26.11 $251,668 - $275,747
-10,561 Reduced 15.42%
57,949 $1.39 Million
Q2 2023

Aug 03, 2023
BUY
$23.66 - $25.54 $1.14 Million - $1.23 Million
48,087 Added 235.46%
68,510 $1.69 Million
Q1 2023

Apr 10, 2023
SELL
$23.32 - $26.39 $39,574 - $44,783
-1,697 Reduced 7.67%
20,423 $500,000
Q4 2022

Jan 12, 2023
BUY
$21.59 - $24.95 $70,707 - $81,711
3,275 Added 17.38%
22,120 $0
Q3 2022

Oct 20, 2022
SELL
$22.4 - $25.83 $20,137 - $23,221
-899 Reduced 4.55%
18,845 $422,000
Q2 2022

Jul 27, 2022
SELL
$24.51 - $28.87 $706,868 - $832,610
-28,840 Reduced 59.36%
19,744 $501,000
Q1 2022

Apr 11, 2022
BUY
$25.61 - $30.82 $817,880 - $984,267
31,936 Added 191.83%
48,584 $1.35 Million
Q4 2021

Jan 26, 2022
SELL
$28.68 - $31.96 $14,053 - $15,660
-490 Reduced 2.86%
16,648 $493,000
Q3 2021

Oct 28, 2021
SELL
$29.81 - $32.7 $201,575 - $221,117
-6,762 Reduced 28.29%
17,138 $522,000
Q2 2021

Aug 10, 2021
SELL
$31.06 - $33.61 $61,933 - $67,018
-1,994 Reduced 7.7%
23,900 $786,000
Q1 2021

Apr 27, 2021
SELL
$30.78 - $34.63 $12,096 - $13,609
-393 Reduced 1.5%
25,894 $823,000
Q4 2020

Feb 03, 2021
BUY
$26.72 - $30.68 $7,187 - $8,252
269 Added 1.03%
26,287 $806,000
Q3 2020

Oct 27, 2020
BUY
$24.69 - $27.71 $2,641 - $2,964
107 Added 0.41%
26,018 $696,000
Q2 2020

Aug 05, 2020
SELL
$19.87 - $25.05 $1.07 Million - $1.35 Million
-53,852 Reduced 67.52%
25,911 $631,000
Q1 2020

May 07, 2020
BUY
$18.68 - $28.22 $1.12 Million - $1.69 Million
60,019 Added 303.99%
79,763 $1.65 Million
Q4 2019

Feb 04, 2020
BUY
$24.83 - $27.51 $30,789 - $34,112
1,240 Added 6.7%
19,744 $540,000
Q3 2019

Nov 13, 2019
BUY
$25.08 - $25.94 $19,913 - $20,596
794 Added 4.48%
18,504 $465,000
Q2 2019

Aug 13, 2019
SELL
N/A
-1,163 Reduced 6.16%
17,710 $465,000
Q1 2019

Apr 10, 2019
BUY
N/A
36 Added 0.19%
18,873 $491,000
Q4 2018

Jan 29, 2019
SELL
N/A
-10,407 Reduced 35.59%
18,837 $477,000
Q3 2018

Nov 14, 2018
SELL
N/A
-4,523 Reduced 13.39%
29,244 $752,000
Q2 2018

Aug 07, 2018
BUY
N/A
4,535 Added 15.51%
33,767 $874,000
Q1 2018

May 01, 2018
BUY
N/A
29,232 New
29,232 $839,000

Others Institutions Holding SCHE

# of Institutions
859
Shares Held
150M
Call Options Held
30.5K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email