Panoramic Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 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 35,385 shares of SCHG stock, worth $3.69 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
35,385
Previous 34,437
2.75%
Holding current value
$3.69 Million
Previous $2.86 Billion
14.84%
% of portfolio
2.42%
Previous 2.47%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,188Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.19 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$949 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$938 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$908 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$514 Million1.05% of portfolio