Panoramic Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 25,588 shares of SCHB stock, worth $1.63 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
25,588
Previous 25,055
2.13%
Holding current value
$1.63 Million
Previous $1.39 Billion
12.0%
% of portfolio
1.15%
Previous 1.21%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,122Shares Held
161MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$402 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio
-
Evensky & Katz LLC3.4MShares$216 Million14.63% of portfolio