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

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 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 27,195 shares of SCHB stock, worth $622,765. This represents 1.25% of its overall portfolio holdings.

Number of Shares
27,195
Previous 25,588 6.28%
Holding current value
$622,765
Previous $1.56 Billion 15.81%
% of portfolio
1.25%
Previous 1.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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