A detailed history of Dynamic Advisor Solutions LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 88,327 shares of SCHD stock, worth $2.44 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
88,327
Previous 97,275 9.2%
Holding current value
$2.44 Million
Previous $7.56 Million 1.3%
% of portfolio
0.23%
Previous 0.24%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$77.02 - $85.06 $689,174 - $761,116
-8,948 Reduced 9.2%
88,327 $7.47 Million
Q2 2024

Jul 15, 2024

SELL
$75.81 - $80.15 $1.12 Million - $1.19 Million
-14,817 Reduced 13.22%
97,275 $7.56 Million
Q1 2024

Apr 12, 2024

BUY
$75.25 - $80.63 $573,931 - $614,965
7,627 Added 7.3%
112,092 $9.04 Million
Q4 2023

Jan 10, 2024

BUY
$66.9 - $76.32 $3.01 Million - $3.43 Million
44,974 Added 75.6%
104,465 $7.95 Million
Q3 2023

Oct 10, 2023

BUY
$70.63 - $75.66 $193,949 - $207,762
2,746 Added 4.84%
59,491 $4.21 Million
Q2 2023

Aug 03, 2023

BUY
$69.18 - $73.94 $256,381 - $274,021
3,706 Added 6.99%
56,745 $4.12 Million
Q1 2023

Apr 10, 2023

BUY
$70.28 - $78.03 $830,569 - $922,158
11,818 Added 28.67%
53,039 $3.88 Million
Q4 2022

Jan 12, 2023

BUY
$67.16 - $79.06 $760,721 - $895,512
11,327 Added 37.89%
41,221 $3.11 Billion
Q3 2022

Oct 20, 2022

BUY
$66.43 - $77.87 $238,682 - $279,786
3,593 Added 13.66%
29,894 $1.99 Million
Q2 2022

Jul 27, 2022

SELL
$70.31 - $80.24 $240,671 - $274,661
-3,423 Reduced 11.52%
26,301 $1.88 Million
Q1 2022

Apr 11, 2022

SELL
$75.14 - $81.94 $3,757 - $4,097
-50 Reduced 0.17%
29,724 $2.35 Million
Q4 2021

Jan 26, 2022

BUY
$74.93 - $80.86 $159,525 - $172,150
2,129 Added 7.7%
29,774 $2.41 Million
Q3 2021

Oct 28, 2021

BUY
$74.23 - $78.13 $188,321 - $198,215
2,537 Added 10.1%
27,645 $2.05 Million
Q2 2021

Aug 10, 2021

BUY
$73.32 - $77.65 $429,655 - $455,029
5,860 Added 30.44%
25,108 $1.9 Million
Q1 2021

Apr 27, 2021

BUY
$63.23 - $73.67 $260,191 - $303,152
4,115 Added 27.19%
19,248 $1.4 Million
Q4 2020

Feb 03, 2021

BUY
$54.8 - $65.16 $269,013 - $319,870
4,909 Added 48.01%
15,133 $971,000
Q3 2020

Oct 27, 2020

BUY
$50.37 - $58.54 $514,982 - $598,512
10,224 New
10,224 $565,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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