DYNAMIC ADVISOR SOLUTIONS LLC – Schwab U.S. Dividend Equity ETF Transaction History
DYNAMIC ADVISOR SOLUTIONS LLC portfolio value:
$1.98M
portfolio value
DYNAMIC ADVISOR SOLUTIONS LLC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +13.66% | 3.59K shares | 102K | $66.43 | 29.89K |
| Q2 2022 | share | Decrease | -11.52% | -3.42K shares | -461K | $71.63 | 26.30K |
| Q1 2022 | share | Decrease | -0.17% | -50 shares | -62K | $78.89 | 29.72K |
| Q4 2021 | share | Increase | +7.70% | 2.12K shares | 355K | $80.71 | 29.77K |
| Q3 2021 | share | Increase | +10.10% | 2.53K shares | 153K | $74.24 | 27.64K |
| Q2 2021 | share | Increase | +30.44% | 5.86K shares | 495K | $75.03 | 25.10K |
| Q1 2021 | share | Increase | +27.19% | 4.11K shares | 433K | $71.83 | 19.24K |
| Q4 2020 | share | Increase | +48.01% | 4.90K shares | 406K | $62.74 | 15.13K |
| Q3 2020 | share | Increase | 0.00% | 10.22K shares | 565K | $53.59 | 10.22K |