Dynamic Advisor Solutions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.5M | Buy |
899,273
+21,722
| +2% | +$718K | 0.92% | 20 |
|
|
2026
Q1 | $25.5M | Buy |
877,551
+12,035
| +1% | +$361K | 0.8% | 25 |
|
|
2025
Q4 | $24.6M | Sell |
865,516
-96,626
| -10% | -$2.73M | 0.79% | 26 |
|
|
2025
Q3 | $26.8M | Sell |
962,142
-40,642
| -4% | -$1.09M | 0.78% | 26 |
|
|
2025
Q2 | $25.4M | Buy |
1,002,784
+59,728
| +6% | +$1.41M | 0.78% | 25 |
|
|
2025
Q1 | $22.1M | Buy |
+943,056
| New | +$24M | 0.73% | 29 |
|
|
2024
Q4 | – | Sell |
-761,112
| Closed | -$19.6M | – | 785 |
|
|
2024
Q3 | $19.6M | Sell |
761,112
-49,274
| -6% | -$1.22M | 0.59% | 35 |
|
|
2024
Q2 | $19.2M | Buy |
810,386
+31,464
| +4% | +$746K | 0.61% | 32 |
|
|
2024
Q1 | $19.2M | Buy |
778,922
+43,048
| +6% | +$1.01M | 0.65% | 25 |
|
|
2023
Q4 | $16.8M | Buy |
735,874
+282,282
| +62% | +$5.95M | 0.62% | 26 |
|
|
2023
Q3 | $9.39M | Buy |
453,592
+179,602
| +66% | +$3.94M | 0.44% | 49 |
|
|
2023
Q2 | $6M | Buy |
273,990
+95,720
| +54% | +$2M | 0.31% | 85 |
|
|
2023
Q1 | $3.74M | Buy |
178,270
+85,884
| +93% | +$1.85M | 0.22% | 126 |
|
|
2022
Q4 | $1.87M | Buy |
92,386
+34,678
| +60% | +$711K | 0.13% | 186 |
|
|
2022
Q3 | $1.09M | Sell |
57,708
-3,062
| -5% | -$64K | 0.08% | 240 |
|
|
2022
Q2 | $1.19M | Buy |
60,770
+5,636
| +10% | +$120K | 0.09% | 225 |
|
|
2022
Q1 | $1.31M | Sell |
55,134
-1,558
| -3% | -$36.8K | 0.09% | 225 |
|
|
2021
Q4 | $1.45M | Sell |
56,692
-17,832
| -24% | -$461K | 0.1% | 210 |
|
|
2021
Q3 | $1.86M | Buy |
74,524
+12,840
| +21% | +$326K | 0.14% | 179 |
|
|
2021
Q2 | $1.61M | Sell |
61,684
-12,676
| -17% | -$324K | 0.13% | 194 |
|
|
2021
Q1 | $1.85M | Sell |
74,360
-18,396
| -20% | -$452K | 0.17% | 150 |
|
|
2020
Q4 | $2.06M | Buy |
92,756
+4,400
| +5% | +$87.6K | 0.19% | 132 |
|
|
2020
Q3 | $1.51M | Buy |
88,356
+2,348
| +3% | +$40.4K | 0.17% | 149 |
|
|
2020
Q2 | $1.41M | Buy |
86,008
+63,156
| +276% | +$946K | 0.19% | 141 |
|
|
2020
Q1 | $294K | Sell |
22,852
-19,472
| -46% | -$331K | 0.05% | 339 |
|
|
2019
Q4 | $800K | Buy |
42,324
+3,452
| +9% | +$62.5K | 0.11% | 225 |
|
|
2019
Q3 | $678K | Sell |
38,872
-8,996
| -19% | -$159K | 0.11% | 224 |
|
|
2019
Q2 | $855K | Buy |
47,868
+5,952
| +14% | +$105K | 0.14% | 180 |
|
|
2019
Q1 | $733K | Buy |
41,916
+6,564
| +19% | +$112K | 0.14% | 174 |
|
|
2018
Q4 | $593K | Buy |
35,352
+10,468
| +42% | +$177K | 0.13% | 180 |
|
|
2018
Q3 | $474K | Sell |
24,884
-15,672
| -39% | -$299K | 0.1% | 226 |
|
|
2018
Q2 | $746K | Buy |
40,556
+19,980
| +97% | +$362K | 0.17% | 160 |
|
|
2018
Q1 | $356K | Buy |
+20,576
| New | +$363K | 0.09% | 233 |
|
Other funds holding SCHA
AA
Dynamic Advisor Solutions's SCHA Position: Q2 2026 in Review
Dynamic Advisor Solutions increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.5% in Q2 2026, buying an estimated $718K and bringing the position to 899,273 shares worth $32.5M. The position accounts for 0.92% of the portfolio, ranked #20.
Dynamic Advisor Solutions first reported a position in SCHA in Q1 2018 and has held it in 33 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.
- Dynamic Advisor Solutions held 899,273 shares of Schwab U.S Small- Cap ETF worth $32.5M as of Q2 2026.
- Dynamic Advisor Solutions bought 21,722 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $718K.
- Schwab U.S Small- Cap ETF made up 0.92% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #20 holding.
- Dynamic Advisor Solutions first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and has held it in 33 quarters since.
- 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.
Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.