Dynamic Advisor Solutions LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 1,245,743 shares of SCHX stock, worth $31 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

1,245,743

Previous 1,245,576 0.01%

Holding current value

$31 Million

Previous $27.4 Million 11.31%

% of portfolio

0.97%

Previous 0.92%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$19.6 - $24.44 $3,273 - $4,081	167 Added 0.01%	1,245,743 $30.4 Million
Q1 2025 Apr 16, 2025	BUY	$21.75 - $24.28 $27.1 Million - $30.2 Million	1,245,576 New	1,245,576 $27.4 Million
Q3 2024 Oct 07, 2024	BUY	$61.11 - $67.85 $104,681 - $116,227	1,713 Added 0.42%	408,445 $27.7 Million
Q2 2024 Jul 15, 2024	BUY	$58.7 - $64.78 $430,271 - $474,837	7,330 Added 1.84%	406,732 $26.1 Million
Q1 2024 Apr 12, 2024	SELL	$55.41 - $62.08 $518,415 - $580,820	-9,356 Reduced 2.29%	399,402 $24.8 Million
Q4 2023 Jan 10, 2024	BUY	$48.47 - $56.6 $2.18 Million - $2.55 Million	45,028 Added 12.38%	408,758 $23.1 Million
Q3 2023 Oct 10, 2023	BUY	$50.36 - $54.21 $1.67 Million - $1.8 Million	33,216 Added 10.05%	363,730 $18.4 Million
Q2 2023 Aug 03, 2023	SELL	$47.67 - $52.37 $1.43 Million - $1.57 Million	-30,019 Reduced 8.33%	330,514 $17.3 Million
Q1 2023 Apr 10, 2023	SELL	$44.78 - $49.41 $659,698 - $727,908	-14,732 Reduced 3.93%	360,533 $17.4 Million
Q4 2022 Jan 12, 2023	BUY	$42.25 - $48.16 $195,659 - $223,028	4,631 Added 1.25%	375,265 $16.9 Billion
Q3 2022 Oct 20, 2022	SELL	$42.35 - $51.01 $60,560 - $72,944	-1,430 Reduced 0.38%	370,634 $15.7 Million
Q2 2022 Jul 27, 2022	BUY	$43.35 - $54.51 $1.18 Million - $1.49 Million	27,318 Added 7.92%	372,064 $16.6 Million
Q1 2022 Apr 11, 2022	BUY	$49.51 - $57.27 $8.79 Million - $10.2 Million	177,567 Added 106.21%	344,746 $18.6 Million
Q4 2021 Jan 26, 2022	SELL	$51.9 - $57.29 $122,899 - $135,662	-2,368 Reduced 1.4%	167,179 $19 Million
Q3 2021 Oct 28, 2021	BUY	$51.52 - $54.94 $68,006 - $72,520	1,320 Added 0.78%	169,547 $17.6 Million
Q2 2021 Aug 10, 2021	BUY	$48.62 - $52.01 $133,559 - $142,871	2,747 Added 1.66%	168,227 $17.5 Million
Q1 2021 Apr 27, 2021	SELL	$44.9 - $48.34 $56,214 - $60,521	-1,252 Reduced 0.75%	165,480 $15.9 Million
Q4 2020 Feb 03, 2021	SELL	$39.35 - $45.48 $70,082 - $80,999	-1,781 Reduced 1.06%	166,732 $15.2 Million
Q3 2020 Oct 27, 2020	SELL	$37.26 - $43.03 $96,801 - $111,791	-2,598 Reduced 1.52%	168,513 $13.6 Million
Q2 2020 Aug 05, 2020	SELL	$29.25 - $38.76 $673,452 - $892,410	-23,024 Reduced 11.86%	171,111 $12.7 Million
Q1 2020 May 07, 2020	BUY	$26.61 - $40.52 $1.01 Million - $1.54 Million	37,908 Added 24.26%	194,135 $11.9 Million
Q4 2019 Feb 04, 2020	BUY	$34.42 - $38.54 $250,612 - $280,609	7,281 Added 4.89%	156,227 $12 Million
Q3 2019 Nov 13, 2019	SELL	$35.28 - $36.01 $229,566 - $234,317	-6,507 Reduced 4.19%	148,946 $10.6 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-3,003 Reduced 1.9%	155,453 $10.9 Million
Q1 2019 Apr 10, 2019	SELL	N/A	-15,254 Reduced 8.78%	158,456 $10.7 Million
Q4 2018 Jan 29, 2019	BUY	N/A	40,259 Added 30.17%	173,710 $11 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-10,208 Reduced 7.11%	133,451 $9.28 Million
Q2 2018 Aug 07, 2018	BUY	N/A	10,887 Added 8.2%	143,659 $9.34 Million
Q1 2018 May 01, 2018	BUY	N/A	128,165 Added 2781.96%	132,772 $8.38 Million
Q4 2017 Feb 09, 2018	BUY	N/A	4,607	4,607 $294,000

Others Institutions Holding SCHX

# of Institutions

1,537

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.4K

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