Dynamic Advisor Solutions LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 10,970 shares of SCHE stock, worth $370,895. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,970
Previous 9,818
11.73%
Holding current value
$370,895
Previous $295,000
24.07%
% of portfolio
0.01%
Previous 0.01%
Shares
29 transactions
Others Institutions Holding SCHE
# of Institutions
893Shares Held
156MCall Options Held
18.3KPut Options Held
0-
Creative Planning Overland Park, KS19.1MShares$647 Million0.49% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA16.7MShares$565 Million1.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.4MShares$353 Million0.41% of portfolio
-
Us Bancorp \De\6.51MShares$220 Million0.26% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.71MShares$125 Million4.27% of portfolio