Dynamic Advisor Solutions LLC Schwab Strategic Tr 1 5 Yr 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 1 5 Yr C stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 8,646 shares of SCHJ stock, worth $213,729. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,646

Previous 8,682 0.41%

Holding current value

$213,729

Previous $214,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$24.32 - $24.81 $875 - $893	-36 Reduced 0.41%	8,646 $214,000
Q1 2025 Apr 16, 2025	BUY	$24.29 - $24.65 $210,885 - $214,011	8,682 New	8,682 $214,000
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

132

Shares Held

7.7M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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