Panoramic Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 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 25,588 shares of SCHB stock, worth $1.63 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
25,588
Previous 25,055
2.13%
Holding current value
$1.63 Million
Previous $1.39 Billion
12.0%
% of portfolio
1.15%
Previous 1.21%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.35 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$394 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$300 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio