Dynamic Advisor Solutions LLC Schwab Strategic Tr Us Large C Transaction History

Dynamic Advisor Solutions LLC

  • $2.92 Billion
  • Q1 2024

A detailed history of Dynamic Advisor Solutions LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 45,119 shares of SCHV stock, worth $3.34 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
45,119
Previous 45,672 1.21%
Holding current value
$3.34 Million
Previous $3.2 Million 7.09%
% of portfolio
0.12%
Previous 0.12%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
SELL
$68.82 - $75.98 $38,057 - $42,016
-553 Reduced 1.21%
45,119 $3.43 Million
Q4 2023

Jan 10, 2024
BUY
$61.16 - $70.24 $164,703 - $189,156
2,693 Added 6.27%
45,672 $3.2 Million
Q3 2023

Oct 10, 2023
BUY
$64.45 - $69.39 $104,215 - $112,203
1,617 Added 3.91%
42,979 $2.77 Million
Q2 2023

Aug 03, 2023
SELL
$63.33 - $67.21 $49,460 - $52,491
-781 Reduced 1.85%
41,362 $2.77 Million
Q1 2023

Apr 10, 2023
BUY
$62.59 - $69.3 $77,173 - $85,446
1,233 Added 3.01%
42,143 $2.76 Million
Q4 2022

Jan 12, 2023
SELL
$64.27 - $69.24 $204,571 - $220,390
-3,183 Reduced 7.22%
40,910 $2.7 Billion
Q3 2022

Oct 20, 2022
BUY
N/A
2,583 Added 6.22%
44,093 $2.58 Million
Q2 2022

Jul 27, 2022
BUY
N/A
656 Added 1.61%
41,510 $2.59 Million
Q1 2022

Apr 11, 2022
SELL
N/A
-4,725 Reduced 10.37%
40,854 $2.92 Million
Q4 2021

Jan 26, 2022
SELL
N/A
-9,927 Reduced 17.88%
45,579 $3.34 Million
Q3 2021

Oct 28, 2021
SELL
N/A
-2,515 Reduced 4.33%
55,506 $3.75 Million
Q2 2021

Aug 10, 2021
SELL
N/A
-31,819 Reduced 35.42%
58,021 $3.97 Million
Q1 2021

Apr 27, 2021
SELL
N/A
-2,113 Reduced 2.3%
89,840 $5.87 Million
Q4 2020

Feb 03, 2021
BUY
N/A
9,237 Added 11.17%
91,953 $5.47 Million
Q3 2020

Oct 27, 2020
BUY
N/A
3,892 Added 4.94%
82,716 $4.32 Million
Q2 2020

Aug 05, 2020
BUY
N/A
40,096 Added 103.53%
78,824 $3.95 Million
Q1 2020

May 07, 2020
SELL
N/A
-1,210 Reduced 3.03%
38,728 $1.71 Million
Q4 2019

Feb 04, 2020
BUY
N/A
3,896 Added 10.81%
39,938 $2.4 Million
Q3 2019

Nov 13, 2019
SELL
N/A
-1,683 Reduced 4.46%
36,042 $2.05 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-960 Reduced 2.48%
37,725 $2.12 Million
Q1 2019

Apr 10, 2019
SELL
N/A
-3,058 Reduced 7.33%
38,685 $2.12 Million
Q4 2018

Jan 29, 2019
BUY
N/A
3,977 Added 10.53%
41,743 $2.18 Million
Q3 2018

Nov 14, 2018
BUY
N/A
23,474 Added 164.25%
37,766 $2.12 Million
Q2 2018

Aug 07, 2018
BUY
N/A
2,911 Added 25.58%
14,292 $758,000
Q1 2018

May 01, 2018
BUY
N/A
11,381 New
11,381 $601,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
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More about SCHV
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