Dynamic Advisor Solutions LLC SCHM Holdings History
Dynamic Advisor Solutions LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-06-30, Dynamic Advisor Solutions LLC held 959,860.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $26.92 Mil. This investment constitutes 0.83% of their stock portfolio, and Dynamic Advisor Solutions LLC now holds 0.23% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q2. And since then Dynamic Advisor Solutions LLC has made 17 purchases of SCHM, at an average price of $39.11, for a total of 1.32 Mil shares. In addition, there have been 10 sales at an average price of $31.44 for 355,877.00 shares. Based on historical transaction data and SCHM's current price of $28.40, Dynamic Advisor Solutions LLC's estimated gain on his SCHM holdings is $-13.01 Mil, reflecting a -25.28% gain to date.
Dynamic Advisor Solutions LLC SCHM ($28.40) Holding Chart
Dynamic Advisor Solutions LLC SCHM ($28.40) 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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