Dynamic Advisor Solutions LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Dynamic Advisor Solutions LLC

  • $3.28 Billion
  • Q3 2024

A detailed history of Dynamic Advisor Solutions LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 4,341 shares of SCHJ stock, worth $105,963. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,341
Previous 4,341 -0.0%
Holding current value
$105,963
Previous $209,000 2.87%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 10, 2023
SELL
$46.87 - $47.5 $46,870 - $47,500
-1,000 Reduced 18.72%
4,341 $203,000
Q2 2023

Aug 03, 2023
BUY
$47.14 - $47.79 $22,155 - $22,461
470 Added 9.65%
5,341 $252,000
Q4 2022

Jan 12, 2023
SELL
$45.76 - $47.27 $7,138 - $7,374
-156 Reduced 3.1%
4,871 $0
Q3 2022

Oct 20, 2022
BUY
$46.13 - $48.23 $231,895 - $242,452
5,027 New
5,027 $233,000
Q4 2021

Jan 26, 2022
SELL
$50.42 - $51.09 $615,678 - $623,859
-12,211 Closed
0 $0
Q3 2021

Oct 28, 2021
BUY
$51.05 - $51.3 $623,371 - $626,424
12,211 New
12,211 $623,000

Others Institutions Holding SCHJ

# of Institutions
100
Shares Held
4.87M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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