Dynamic Advisor Solutions LLC Schwab Strategic U.S. Mid Cap Transaction History
Dynamic Advisor Solutions LLC
- $3.12 Billion
- Q2 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 311,185 shares of SCHM stock, worth $24.6 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
311,185
Previous 263,711
18.0%
Holding current value
$24.6 Million
Previous $21.5 Million
12.79%
% of portfolio
0.78%
Previous 0.74%
Shares
24 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.68 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$794 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$251 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$180 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$176 Million2.77% of portfolio