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 $1.53 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
56,946
Previous 18,666
205.08%
Holding current value
$1.53 Million
Previous $1.55 Billion
1.74%
% of portfolio
1.03%
Previous 1.07%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.59 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$766 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$270 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$203 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$200 Million2.94% of portfolio