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

Panoramic Investment Advisors, LLC

$154 Billion
Q4 2024

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 56,946 shares of SCHM stock, worth $1.55 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

56,946

Previous 18,666 205.08%

Holding current value

$1.55 Million

Previous $1.55 Billion 1.74%

% of portfolio

1.03%

Previous 1.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,011

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

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