Dynamic Advisor Solutions LLC SCHX Holdings History
Dynamic Advisor Solutions LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Dynamic Advisor Solutions LLC held 1.25 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $30.45 Mil. This investment constitutes 0.94% of their stock portfolio, and Dynamic Advisor Solutions LLC now holds 0.05% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then Dynamic Advisor Solutions LLC has made 15 purchases of SCHX, at an average price of $27.36, for a total of 1.84 Mil shares. In addition, there have been 14 sales at an average price of $28.21 for 595,972.00 shares. Based on historical transaction data and SCHX's current price of $24.89, Dynamic Advisor Solutions LLC's estimated gain on his SCHX holdings is $-2.57 Mil, reflecting a -5.11% gain to date.
Dynamic Advisor Solutions LLC SCHX ($24.89) Holding Chart
Dynamic Advisor Solutions LLC SCHX ($24.89) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
