SCHJ — SCHWAB STRATEGIC TR

Ownership history in Dynamic Advisor Solutions LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in SCHWAB STRATEGIC TR (SCHJ). 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
0.05% (2021 Q3)
Avg. % of fund
0.01%
First filed
2021 Q3
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 8,646 — 0% 0.01% $216K $24.40
2025 Q2 REDUCED 8,646 -36 -0.4% 0.01% $215K $23.99
2025 Q1 ADDED 8,682 +4,341 +100.0% 0.01% $214K $23.57
2024 Q3 UNCHANGED 4,341 — 0% 0.01% $215K $23.22
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHJ price (monthly, adj. close)

Other funds also holding SCHJ

As of 2025 Q4 — sorted by position size

White Wing Wealth Management 6.34% Sightline Wealth Advisors, LLC 3Y 2.65% Cape Investment Advisory, Inc. 2.48% HARTLINE INVESTMENT CORP/ 3Y 7Y 1.55% VAN STRUM & TOWNE INC. 3Y 7Y 1.24% Columbus Macro, LLC 3Y 7Y 1.22% PURE PORTFOLIOS HOLDINGS LLC 1.2% SlateStone Wealth, LLC 3Y 7Y 0.71% Compass Financial Group, INC/SD 3Y 0.6% Brand Asset Management Group, Inc. 3Y 7Y 0.59%
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