Panoramic Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 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 3,346 shares of SCHX stock, worth $217,891. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,346Holding current value
$217,891% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
446MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.71 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.84 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$932 Million1.26% of portfolio
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Sei Investments CO Oaks, PA12.5MShares$816 Million1.17% of portfolio
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Hbk Sorce Advisory LLC Erie, PA10.6MShares$690 Million25.33% of portfolio