Dynamic Advisor Solutions LLC SCHA Holdings History
Dynamic Advisor Solutions LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-06-30, Dynamic Advisor Solutions LLC held 1.00 Mil shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $25.37 Mil. This investment constitutes 0.78% of their stock portfolio, and Dynamic Advisor Solutions LLC now holds 0.15% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2018Q2. And since then Dynamic Advisor Solutions LLC has made 20 purchases of SCHA, at an average price of $30.37, for a total of 1.46 Mil shares. In addition, there have been 9 sales at an average price of $29.59 for 454,025.00 shares. Based on historical transaction data and SCHA's current price of $26.09, Dynamic Advisor Solutions LLC's estimated gain on his SCHA holdings is $-4.65 Mil, reflecting a -10.51% gain to date.
Dynamic Advisor Solutions LLC SCHA ($26.09) Holding Chart
Dynamic Advisor Solutions LLC SCHA ($26.09) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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