Panoramic Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Panoramic Investment Advisors, LLC

$178 Billion
Q3 2025

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 88,736 shares of SCHB stock, worth $2.29 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

88,736

Previous 87,307 1.64%

Holding current value

$2.29 Million

Previous $2.08 Billion 9.66%

% of portfolio

1.28%

Previous 1.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$23.82 - $25.84 $34,038 - $36,925	1,429 Added 1.64%	88,736 $2.28 Billion
Q2 2025 Aug 07, 2025	BUY	$19.1 - $23.83 $15,318 - $19,111	802 Added 0.93%	87,307 $2.08 Billion
Q1 2025 May 06, 2025	SELL	$21.23 - $23.75 $7,812 - $8,740	-368 Reduced 0.42%	86,505 $1.86 Billion
Q4 2024 Jan 24, 2025	BUY	$22.01 - $66.82 $1.31 Million - $3.99 Million	59,678 Added 219.44%	86,873 $1.97 Billion
Q3 2024 Oct 31, 2024	BUY	$59.93 - $66.52 $96,307 - $106,897	1,607 Added 6.28%	27,195 $1.81 Billion
Q1 2024 Apr 18, 2024	BUY	$54.61 - $61.05 $29,107 - $32,539	533 Added 2.13%	25,588 $1.56 Billion
Q4 2023 Jan 23, 2024	SELL	$47.61 - $55.91 $41,658 - $48,921	-875 Reduced 3.37%	25,055 $1.39 Billion
Q3 2023 Nov 15, 2023	BUY	$49.59 - $53.57 $49,639 - $53,623	1,001 Added 4.02%	25,930 $1.29 Billion
Q4 2022 Mar 01, 2023	BUY	$41.94 - $47.81 $1.05 Million - $1.19 Million	24,929 New	24,929 $1.12 Billion

Others Institutions Holding SCHB

# of Institutions

1,378

Shares Held

501M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Panoramic Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History