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

Dynamic Advisor Solutions LLC

$3.33 Billion
Q3 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 $214,766. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,646

Previous 8,646 -0.0%

Holding current value

$214,766

Previous $214,000 0.47%

% 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

125

Shares Held

7.37M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
Sector ETFs
Industry ETFs

More about SCHJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Account

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