Dynamic Advisor Solutions LLC Schwab Short Term Us Treasury Transaction History
Dynamic Advisor Solutions LLC
- $3.14 Billion
- Q2 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 253,610 shares of SCHO stock, worth $6.16 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
253,610
Previous 301,980
16.02%
Holding current value
$6.16 Million
Previous $7.35 Million
15.84%
% of portfolio
0.2%
Previous 0.25%
Shares
28 transactions
Others Institutions Holding SCHO
# of Institutions
693Shares Held
308MCall Options Held
104KPut Options Held
38.4K-
Bank Of America Corp Charlotte, NC108MShares$2.63 Billion0.22% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.8MShares$530 Million0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$521 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.5MShares$401 Million0.54% of portfolio
-
Envestnet Asset Management Inc7.65MShares$186 Million0.06% of portfolio