Panoramic Investment Advisors, LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 25,577 shares of SCHA stock, worth $1.31 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
25,577
Previous 25,105 1.88%
Holding current value
$1.31 Million
Previous $1.19 Billion 6.19%
% of portfolio
0.93%
Previous 1.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$44.84 - $49.24 $21,164 - $23,241
472 Added 1.88%
25,577 $1.26 Billion
Q4 2023

Jan 23, 2024
BUY
$38.13 - $48.02 $22,153 - $27,899
581 Added 2.37%
25,105 $1.19 Billion
Q3 2023

Nov 15, 2023
BUY
$40.85 - $46.1 $37,827 - $42,688
926 Added 3.92%
24,524 $1.02 Billion
Q4 2022

Mar 01, 2023
BUY
$38.25 - $43.54 $902,623 - $1.03 Million
23,598 New
23,598 $956 Million

Others Institutions Holding SCHA

# of Institutions
1,122
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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