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

Panoramic Investment Advisors, LLC

$154 Billion
Q4 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 145,801 shares of SCHG stock, worth $4.08 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares

145,801

Previous 35,950 305.57%

Holding current value

$4.08 Million

Previous $3.75 Billion 8.5%

% of portfolio

2.65%

Previous 2.59%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$25.93 - $105.3 $2.85 Million - $11.6 Million	109,851 Added 305.57%	145,801 $4.06 Billion
Q3 2024 Oct 31, 2024	BUY	$92.63 - $105.69 $52,335 - $59,714	565 Added 1.6%	35,950 $3.75 Billion
Q1 2024 Apr 18, 2024	BUY	$80.6 - $93.32 $76,408 - $88,467	948 Added 2.75%	35,385 $3.28 Billion
Q4 2023 Jan 23, 2024	SELL	$70.08 - $83.37 $63,352 - $75,366	-904 Reduced 2.56%	34,437 $2.86 Billion
Q3 2023 Nov 15, 2023	SELL	$71.99 - $78.02 $99,202 - $107,511	-1,378 Reduced 3.75%	35,341 $2.57 Billion
Q4 2022 Mar 01, 2023	BUY	$54.31 - $60.76 $1.99 Million - $2.23 Million	36,719 New	36,719 $2.04 Billion

Others Institutions Holding SCHG

# of Institutions

1,461

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Panoramic Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History