Panoramic Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 18,666 shares of SCHM stock, worth $554,006. This represents 1.07% of its overall portfolio holdings.

Number of Shares
18,666
Previous 17,694 5.49%
Holding current value
$554,006
Previous $1.44 Billion 7.64%
% of portfolio
1.07%
Previous 1.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$75.47 - $83.18 $73,356 - $80,850
972 Added 5.49%
18,666 $1.55 Billion
Q1 2024

Apr 18, 2024
BUY
$72.89 - $81.43 $37,757 - $42,180
518 Added 3.02%
17,694 $1.44 Billion
Q4 2023

Jan 23, 2024
SELL
$63.01 - $75.95 $1,638 - $1,974
-26 Reduced 0.15%
17,176 $1.29 Billion
Q3 2023

Nov 15, 2023
SELL
$66.75 - $73.98 $34,309 - $38,025
-514 Reduced 2.9%
17,202 $1.16 Billion
Q4 2022

Mar 01, 2023
BUY
$61.05 - $69.94 $1.08 Million - $1.24 Million
17,716 New
17,716 $1.16 Billion

Others Institutions Holding SCHM

# of Institutions
948
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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