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

Panoramic Investment Advisors, LLC

$148 Billion
Q1 2025

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 58,990 shares of SCHA stock, worth $1.35 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

58,990

Previous 57,696 2.24%

Holding current value

$1.35 Million

Previous $1.49 Billion 7.37%

% of portfolio

0.93%

Previous 0.97%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$23.16 - $27.04 $29,969 - $34,989	1,294 Added 2.24%	58,990 $1.38 Billion
Q4 2024 Jan 24, 2025	BUY	$25.33 - $51.16 $750,223 - $1.52 Million	29,618 Added 105.48%	57,696 $1.49 Billion
Q3 2024 Oct 31, 2024	BUY	$46.9 - $51.96 $117,296 - $129,951	2,501 Added 9.78%	28,078 $1.45 Billion
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

1,262

Shares Held

273M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Panoramic Investment Advisors, LLC Schwab Strategic Tr Us Small C Transaction History