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Dynamic Advisor Solutions LLC → SCHW-PJ
Dynamic Advisor Solutions LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
70
Latest value
$386K
Q3 2026
Peak value
$44.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.2M |
| Q4 2025 | $440K |
| Q4 2025 | $33.6M |
| Q4 2025 | $5.6M |
| Q4 2025 | $3.1M |
| Q4 2025 | $20M |
| Q4 2025 | $24.6M |
| Q4 2025 | $284K |
| Q4 2025 | $32.3M |
| Q4 2025 | $567K |
| Q4 2025 | $497K |
| Q4 2025 | $9.5M |
| Q4 2025 | $8.9M |
| Q4 2025 | $276K |
| Q4 2025 | $2.9M |
| Q4 2025 | $5.5M |
| Q4 2025 | $1.8M |
| Q4 2025 | $332K |
| Q1 2026 | $2.1M |
| Q1 2026 | $310K |
| Q1 2026 | $32.9M |
| Q1 2026 | $5.1M |
| Q1 2026 | $2.4M |
| Q1 2026 | $35.3M |
| Q1 2026 | $25.5M |
| Q1 2026 | $276K |
| Q1 2026 | $35.5M |
| Q1 2026 | $636K |
| Q1 2026 | $569K |
| Q1 2026 | $8.3M |
| Q1 2026 | $10.1M |
| Q1 2026 | $259K |
| Q1 2026 | $3M |
| Q1 2026 | $5.4M |
| Q1 2026 | $2.1M |
| Q1 2026 | $361K |
| Q2 2026 | $2.3M |
| Q2 2026 | $358K |
| Q2 2026 | $39.9M |
| Q2 2026 | $7.8M |
| Q2 2026 | $3.1M |
| Q2 2026 | $44.2M |
| Q2 2026 | $32.5M |
| Q2 2026 | $430K |
| Q2 2026 | $40.1M |
| Q2 2026 | $727K |
| Q2 2026 | $733K |
| Q2 2026 | $9M |
| Q2 2026 | $11.6M |
| Q2 2026 | $3.2M |
| Q2 2026 | $5.7M |
| Q2 2026 | $2M |
| Q2 2026 | $388K |
| Q3 2026 | $2.4M |
| Q3 2026 | $363K |
| Q3 2026 | $42.7M |
| Q3 2026 | $8M |
| Q3 2026 | $2.7M |
| Q3 2026 | $41.5M |
| Q3 2026 | $29.6M |
| Q3 2026 | $397K |
| Q3 2026 | $41.3M |
| Q3 2026 | $735K |
| Q3 2026 | $816K |
| Q3 2026 | $9.7M |
| Q3 2026 | $11.4M |
| Q3 2026 | $3.1M |
| Q3 2026 | $4M |
| Q3 2026 | $2M |
| Q3 2026 | $386K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $386K | 7.8K | — | — |
| Q3 2026 | $2M | 77.9K | — | — |
| Q3 2026 | $4M | 169.7K | — | — |
| Q3 2026 | $3.1M | 130.6K | — | — |
| Q3 2026 | $11.4M | 414.8K | — | — |
| Q3 2026 | $9.7M | 297.5K | — | — |
| Q3 2026 | $816K | 25.9K | — | — |
| Q3 2026 | $735K | 21.0K | — | — |
| Q3 2026 | $41.3M | 767.8K | — | — |
| Q3 2026 | $397K | 10.9K | — | — |
| Q3 2026 | $29.6M | 905.8K | — | — |
| Q3 2026 | $41.5M | 1.22M | — | — |
| Q3 2026 | $2.7M | 80.9K | — | — |
| Q3 2026 | $8M | 222.1K | — | — |
| Q3 2026 | $42.7M | 1.42M | — | — |
| Q3 2026 | $363K | 12.4K | — | — |
| Q3 2026 | $2.4M | 24.1K | — | — |
| Q2 2026 | $388K | 8.1K | — | — |
| Q2 2026 | $2M | 74.5K | — | — |
| Q2 2026 | $5.7M | 235.4K | — | — |
| Q2 2026 | $3.2M | 128.8K | — | — |
| Q2 2026 | $11.6M | 417.4K | — | — |
| Q2 2026 | $9M | 283.3K | — | — |
| Q2 2026 | $733K | 23.6K | — | — |
| Q2 2026 | $727K | 19.1K | — | — |
| Q2 2026 | $40.1M | 759.5K | — | — |
| Q2 2026 | $430K | 11.9K | — | — |
| Q2 2026 | $32.5M | 899.3K | — | — |
| Q2 2026 | $44.2M | 1.20M | — | — |
| Q2 2026 | $3.1M | 89.1K | — | — |
| Q2 2026 | $7.8M | 230.9K | — | — |
| Q2 2026 | $39.9M | 1.35M | — | — |
| Q2 2026 | $358K | 12.4K | — | — |
| Q2 2026 | $2.3M | 25.3K | — | — |
| Q1 2026 | $361K | 7.7K | — | — |
| Q1 2026 | $2.1M | 77.6K | — | — |
| Q1 2026 | $5.4M | 220.5K | — | — |
| Q1 2026 | $3M | 121.1K | — | — |
| Q1 2026 | $259K | 11.2K | — | — |
| Q1 2026 | $10.1M | 409.3K | — | — |
| Q1 2026 | $8.3M | 271.0K | — | — |
| Q1 2026 | $569K | 20.4K | — | — |
| Q1 2026 | $636K | 19.6K | — | — |
| Q1 2026 | $35.5M | 725.1K | — | — |
| Q1 2026 | $276K | 8.4K | — | — |
| Q1 2026 | $25.5M | 877.6K | — | — |
| Q1 2026 | $35.3M | 1.14M | — | — |
| Q1 2026 | $2.4M | 80.3K | — | — |
| Q1 2026 | $5.1M | 174.0K | — | — |
| Q1 2026 | $32.9M | 1.28M | — | — |
| Q1 2026 | $310K | 12.3K | — | — |
| Q1 2026 | $2.1M | 22.4K | — | — |
| Q4 2025 | $332K | 7.3K | — | — |
| Q4 2025 | $1.8M | 67.4K | — | — |
| Q4 2025 | $5.5M | 227.3K | — | — |
| Q4 2025 | $2.9M | 115.7K | — | — |
| Q4 2025 | $276K | 11.8K | — | — |
| Q4 2025 | $8.9M | 370.8K | — | — |
| Q4 2025 | $9.5M | 346.8K | — | — |
| Q4 2025 | $497K | 18.3K | — | — |
| Q4 2025 | $567K | 18.0K | — | — |
| Q4 2025 | $32.3M | 713.5K | — | — |
| Q4 2025 | $284K | 8.7K | — | — |
| Q4 2025 | $24.6M | 865.5K | — | — |
| Q4 2025 | $20M | 666.0K | — | — |
| Q4 2025 | $3.1M | 104.9K | — | — |
| Q4 2025 | $5.6M | 173.0K | — | — |
| Q4 2025 | $33.6M | 1.25M | — | — |
| Q4 2025 | $440K | 16.8K | — | — |
| Q4 2025 | $2.2M | 22.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B