Panoramic Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 4,510 shares of SCHX stock, worth $105,534. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,510
Previous 3,346 34.79%
Holding current value
$105,534
Previous $208 Million 47.36%
% of portfolio
0.21%
Previous 0.15%

Shares

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

Oct 31, 2024
BUY
$61.11 - $67.85 $71,132 - $78,977
1,164 Added 34.79%
4,510 $306 Million
Q1 2024

Apr 18, 2024
BUY
$55.41 - $62.08 $185,401 - $207,719
3,346 New
3,346 $208 Million

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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