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

Dynamic Advisor Solutions LLC

  • $3.33 Billion
  • Q3 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 1,256,574 shares of SCHX stock, worth $33.3 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
1,256,574
Previous 1,245,743 0.87%
Holding current value
$33.3 Million
Previous $30.4 Million 8.71%
% of portfolio
0.99%
Previous 0.97%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$24.46 - $26.5 $264,926 - $287,021
10,831 Added 0.87%
1,256,574 $33.1 Million
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
1,630
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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