Panoramic Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Panoramic Investment Advisors, LLC

$178 Billion
Q3 2025

A detailed history of Panoramic Investment Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 81,403 shares of SCHM stock, worth $2.37 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

81,403

Previous 64,026 27.14%

Holding current value

$2.37 Million

Previous $1.8 Billion 34.35%

% of portfolio

1.36%

Previous 1.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$28.15 - $30.13 $489,162 - $523,569	17,377 Added 27.14%	81,403 $2.41 Billion
Q2 2025 Aug 07, 2025	BUY	$22.92 - $28.05 $161,127 - $197,191	7,030 Added 12.33%	64,026 $1.8 Billion
Q1 2025 May 06, 2025	BUY	$25.58 - $29.24 $1,279 - $1,462	50 Added 0.09%	56,996 $1.49 Billion
Q4 2024 Jan 24, 2025	BUY	$27.54 - $83.04 $1.05 Million - $3.18 Million	38,280 Added 205.08%	56,946 $1.58 Billion
Q3 2024 Oct 31, 2024	BUY	$75.47 - $83.18 $73,356 - $80,850	972 Added 5.49%	18,666 $1.55 Billion

Q1 2024 Apr 18, 2024	BUY	$72.89 - $81.43 $37,757 - $42,180	518 Added 3.02%	17,694 $1.44 Billion
Q4 2023 Jan 23, 2024	SELL	$63.01 - $75.95 $1,638 - $1,974	-26 Reduced 0.15%	17,176 $1.29 Billion
Q3 2023 Nov 15, 2023	SELL	$66.75 - $73.98 $34,309 - $38,025	-514 Reduced 2.9%	17,202 $1.16 Billion
Q4 2022 Mar 01, 2023	BUY	$61.05 - $69.94 $1.08 Million - $1.24 Million	17,716 New	17,716 $1.16 Billion

Others Institutions Holding SCHM

# of Institutions

1,061

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Panoramic Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History