Dynamic Advisor Solutions
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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
Q3 		$363K Buy
12,371
+19
+0.2% +$558 0.01% 769
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% -$3.72K 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

Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions's SCHB Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Schwab US Broad Market ETF (SCHB) stake by 0.15% in Q3 2026, buying an estimated $558 and bringing the position to 12,371 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #769.

Dynamic Advisor Solutions first reported a position in SCHB in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.52M in Q4 2021. 353 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Dynamic Advisor Solutions held 12,371 shares of Schwab US Broad Market ETF worth $363K as of Q3 2026.
  • Dynamic Advisor Solutions bought 19 Schwab US Broad Market ETF shares in Q3 2026, an estimated $558.
  • Schwab US Broad Market ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #769 holding.
  • Dynamic Advisor Solutions first reported a position in Schwab US Broad Market ETF in Q2 2018 and has held it in 33 quarters since.
  • Dynamic Advisor Solutions's Schwab US Broad Market ETF position peaked at $1.52M in Q4 2021.
  • 353 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.