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Dynamic Advisor Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Dynamic Advisor Solutions’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$358K Buy
12,352
+17
+0.1% +$476 0.01% 793
2026
Q1 		$310K Sell
12,335
-4,453
-27% -$117K 0.01% 798
2025
Q4 		$440K Sell
16,788
-6,352
-27% -$165K 0.01% 659
2025
Q3 		$595K Sell
23,140
-179
-0.8% -$4.43K 0.02% 578
2025
Q2 		$556K Buy
23,319
+58
+0.2% +$1.28K 0.02% 580
2025
Q1 		$501K Buy
+23,261
New +$529K 0.02% 583
2024
Q4 		– Sell
-31,338
Closed -$695K – 786
2024
Q3 		$695K Sell
31,338
-1,575
-5% -$33.6K 0.02% 545
2024
Q2 		$690K Buy
32,913
+4,008
+14% +$81.2K 0.02% 548
2024
Q1 		$588K Sell
28,905
-192
-0.7% -$3.71K 0.02% 570
2023
Q4 		$530K Buy
29,097
+3,030
+12% +$52.3K 0.02% 564
2023
Q3 		$433K Sell
26,067
-4,176
-14% -$72.3K 0.02% 560
2023
Q2 		$521K Sell
30,243
-579
-2% -$9.44K 0.03% 487
2023
Q1 		$492K Sell
30,822
-591
-2% -$9.24K 0.03% 474
2022
Q4 		$469K Sell
31,413
-5,361
-15% -$80.6K 0.03% 462
2022
Q3 		$515K Sell
36,774
-43,440
-54% -$676K 0.04% 384
2022
Q2 		$1.18M Buy
80,214
+1,320
+2% +$21.2K 0.09% 226
2022
Q1 		$1.4M Sell
78,894
-1,830
-2% -$32.1K 0.1% 214
2021
Q4 		$1.52M Buy
80,724
+1,644
+2% +$30.2K 0.11% 204
2021
Q3 		$1.37M Buy
79,080
+7,092
+10% +$126K 0.1% 223
2021
Q2 		$1.25M Sell
71,988
-6,960
-9% -$118K 0.1% 239
2021
Q1 		$1.27M Sell
78,948
-8,940
-10% -$141K 0.12% 210
2020
Q4 		$1.33M Sell
87,888
-492
-0.6% -$7.01K 0.12% 186
2020
Q3 		$1.17M Buy
88,380
+13,584
+18% +$179K 0.13% 181
2020
Q2 		$916K Buy
74,796
+6,534
+10% +$75.3K 0.12% 195
2020
Q1 		$687K Sell
68,262
-14,922
-18% -$181K 0.13% 194
2019
Q4 		$1.07M Sell
83,184
-3,840
-4% -$47.1K 0.15% 176
2019
Q3 		$1.03M Buy
87,024
+6,060
+7% +$71.6K 0.16% 161
2019
Q2 		$952K Buy
80,964
+12,864
+19% +$149K 0.15% 167
2019
Q1 		$772K Sell
68,100
-11,820
-15% -$129K 0.15% 165
2018
Q4 		$854K Buy
79,920
+29,460
+58% +$319K 0.18% 135
2018
Q3 		$592K Buy
50,460
+12,612
+33% +$145K 0.12% 193
2018
Q2 		$416K Buy
+37,848
New +$414K 0.09% 246

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Dynamic Advisor Solutions's SCHB Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Schwab US Broad Market ETF (SCHB) stake by 0.14% in Q2 2026, buying an estimated $476 and bringing the position to 12,352 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #793.

Dynamic Advisor Solutions first reported a position in SCHB in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.52M in Q4 2021. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Dynamic Advisor Solutions held 12,352 shares of Schwab US Broad Market ETF worth $358K as of Q2 2026.
  • Dynamic Advisor Solutions bought 17 Schwab US Broad Market ETF shares in Q2 2026, an estimated $476.
  • Schwab US Broad Market ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #793 holding.
  • Dynamic Advisor Solutions first reported a position in Schwab US Broad Market ETF in Q2 2018 and has held it in 32 quarters since.
  • Dynamic Advisor Solutions's Schwab US Broad Market ETF position peaked at $1.52M in Q4 2021.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.