Panoramic Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Panoramic Investment Advisors, LLC
- $145 Billion
- Q3 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 27,195 shares of SCHB stock, worth $601,281. This represents 1.25% of its overall portfolio holdings.
Number of Shares
27,195
Previous 25,588
6.28%
Holding current value
$601,281
Previous $1.56 Billion
15.81%
% of portfolio
1.25%
Previous 1.15%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,159Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$468 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$136 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$104 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$86.1 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$84.6 Million18.64% of portfolio