Skip to main content
Livermore
Livermore
ZHEN

Dynamic Advisor Solutions LLC

SEC CIK
0001599747
Latest filing
Jul 7, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Dynamic Advisor Solutions LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
25,348
Value
$2.34M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of SCHW by Dynamic Advisor Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,348$2.34M0.1%+2,982+13.3%AddedHolders
Q1 202622,366$2.10M0.1%+321+1.5%AddedHolders
Q4 202522,045$2.20M0.1%−2,366−9.7%ReducedHolders
Q3 202524,411$2.33M0.1%+5,428+28.6%AddedHolders
Q2 202518,983$1.73M0.1%+5,946+45.6%AddedHolders
Q1 202513,037$1.02M<0.1%+13,037NewHolders
Q4 20240$00.0%−15,777−100.0%Sold outHolders
Q3 202415,777$1.02M<0.1%−1,322−7.7%ReducedHolders
Q2 202417,099$1.26M<0.1%−727−4.1%ReducedHolders
Q1 202417,826$1.29M<0.1%+889+5.2%AddedHolders
Q4 202316,937$1.14M<0.1%+2,896+20.6%AddedHolders
Q3 202314,041$770.8K<0.1%+679+5.1%AddedHolders
Q2 202313,362$757.4K<0.1%+1,579+13.4%AddedHolders
Q1 202311,783$617.2K<0.1%+6,376+117.9%AddedHolders
Q4 20225,407$450.2K<0.1%+377+7.5%AddedHolders
Q3 20225,030$361.0K<0.1%+418+9.1%AddedHolders
Q2 20224,612$291.0K<0.1%+79+1.7%AddedHolders
Q1 20224,533$382.0K<0.1%−455−9.1%ReducedHolders
Q4 20214,988$419.0K<0.1%−3−0.1%ReducedHolders
Q3 20214,991$364.0K<0.1%−726−12.7%ReducedHolders
Q2 20215,717$416.0K<0.1%+1,117+24.3%AddedHolders
Q1 20214,600$300.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.