SCHX — SCHWAB STRATEGIC TR

Ownership history in Dynamic Advisor Solutions LLC  ·  34 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in SCHWAB STRATEGIC TR (SCHX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.35% (2018 Q4)
Avg. % of fund
1.27%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
34
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,246,944 -9,630 -0.8% 1.08% $33.6M $26.91
2025 Q3 ADDED 1,256,574 +10,831 +0.9% 0.96% $33.1M $26.26
2025 Q2 ADDED 1,245,743 +167 +0.0% 0.94% $30.4M $24.30
2025 Q1 ADDED 1,245,576 +837,131 +205.0% 0.91% $27.5M $21.89
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHX price (monthly, adj. close)

Other funds also holding SCHX

As of 2025 Q4 — sorted by position size

Raine Group LLC 3Y 72.18% SAGE FINANCIAL GROUP INC 3Y 7Y 42.45% SIMS INVESTMENT MANAGEMENT, LLC 32.53% Northwest Quadrant Wealth Management, LLC 3Y 7Y 29.5% Diversified Enterprises, LLC 27.15% Richardson Capital Management LLC 23.6% BlueSky Wealth Advisors, LLC 3Y 7Y 22.06% HBK Sorce Advisory LLC 3Y 7Y 21.57% Elite Life Management LLC 21.09% Koss-Olinger Consulting, LLC 3Y 20.85%
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