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Dynamic Advisor Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History

Dynamic Advisor Solutions’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.9M Buy
1,354,713
+72,934
+6% +$2.08M 1.13% 12
2026
Q1 		$32.9M Buy
1,281,779
+34,835
+3% +$934K 1.04% 13
2025
Q4 		$33.6M Sell
1,246,944
-9,630
-0.8% -$257K 1.08% 14
2025
Q3 		$33.1M Buy
1,256,574
+10,831
+0.9% +$275K 0.96% 17
2025
Q2 		$30.4M Buy
1,245,743
+167
+0% +$3.78K 0.94% 15
2025
Q1 		$27.5M Buy
+1,245,576
New +$29M 0.91% 15
2024
Q4 		– Sell
-1,225,335
Closed -$27.7M – 799
2024
Q3 		$27.7M Buy
1,225,335
+5,139
+0.4% +$112K 0.83% 18
2024
Q2 		$26.1M Buy
1,220,196
+21,990
+2% +$454K 0.82% 18
2024
Q1 		$24.8M Sell
1,198,206
-28,068
-2% -$553K 0.84% 13
2023
Q4 		$22.7M Buy
1,226,274
+135,084
+12% +$2.37M 0.85% 13
2023
Q3 		$18.4M Buy
1,091,190
+99,648
+10% +$1.75M 0.87% 16
2023
Q2 		$17.3M Sell
991,542
-90,057
-8% -$1.49M 0.9% 15
2023
Q1 		$17.4M Sell
1,081,599
-44,196
-4% -$696K 1.02% 13
2022
Q4 		$16.9M Buy
1,125,795
+13,893
+1% +$210K 1.16% 11
2022
Q3 		$15.7M Sell
1,111,902
-4,290
-0.4% -$67.3K 1.2% 13
2022
Q2 		$16.6M Buy
1,116,192
+81,954
+8% +$1.33M 1.28% 12
2022
Q1 		$18.6M Buy
1,034,238
+31,164
+3% +$552K 1.29% 11
2021
Q4 		$19M Sell
1,003,074
-14,208
-1% -$262K 1.36% 9
2021
Q3 		$17.6M Buy
1,017,282
+7,920
+0.8% +$141K 1.33% 8
2021
Q2 		$17.5M Buy
1,009,362
+16,482
+2% +$278K 1.39% 7
2021
Q1 		$15.9M Sell
992,880
-7,512
-0.8% -$118K 1.48% 6
2020
Q4 		$15.2M Sell
1,000,392
-10,686
-1% -$153K 1.42% 8
2020
Q3 		$13.6M Sell
1,011,078
-15,588
-2% -$207K 1.54% 7
2020
Q2 		$12.7M Sell
1,026,666
-138,144
-12% -$1.61M 1.71% 5
2020
Q1 		$11.9M Buy
1,164,810
+227,448
+24% +$2.76M 2.17% 5
2019
Q4 		$12M Buy
937,362
+43,686
+5% +$535K 1.64% 4
2019
Q3 		$10.6M Sell
893,676
-39,042
-4% -$460K 1.64% 5
2019
Q2 		$10.9M Sell
932,718
-18,018
-2% -$207K 1.75% 5
2019
Q1 		$10.7M Sell
950,736
-91,524
-9% -$992K 2.02% 7
2018
Q4 		$11M Buy
1,042,260
+241,554
+30% +$2.59M 2.35% 4
2018
Q3 		$9.28M Sell
800,706
-61,248
-7% -$696K 1.93% 3
2018
Q2 		$9.34M Buy
861,954
+65,322
+8% +$704K 2.12% 3
2018
Q1 		$8.38M Buy
796,632
+768,990
+2,782% +$8.36M 2.15% 3
2017
Q4 		$294K Buy
+27,642
New +$286K 0.1% 199
2014
Q2 		– Sell
-31,554
Closed -$235K – 228
2014
Q1 		$235K Sell
31,554
-1,662
-5% -$12.2K 0.16% 171
2013
Q4 		$244K Buy
+33,216
New +$234K 0.18% 168

Other funds holding SCHX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Dynamic Advisor Solutions increased its Schwab US Large- Cap ETF (SCHX) stake by 5.7% in Q2 2026, buying an estimated $2.08M and bringing the position to 1,354,713 shares worth $39.9M. The position accounts for 1.13% of the portfolio, ranked #12.

Dynamic Advisor Solutions first reported a position in SCHX in Q4 2013 and has held it in 36 quarters since. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Dynamic Advisor Solutions held 1,354,713 shares of Schwab US Large- Cap ETF worth $39.9M as of Q2 2026.
  • Dynamic Advisor Solutions bought 72,934 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.08M.
  • Schwab US Large- Cap ETF made up 1.13% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #12 holding.
  • Dynamic Advisor Solutions first reported a position in Schwab US Large- Cap ETF in Q4 2013 and has held it in 36 quarters since.
  • 316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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