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 $106,267. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,341
Previous 4,341 -0.0%
Holding current value
$106,267
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
111
Shares Held
3.51M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

SCHJ Quotes by TradingView
  • Ticker SCHJ
  • Sector ETFs
  • Industry ETFs
More about SCHJ
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