Panoramic Investment Advisors, LLC Schwab Strategic Us Tips ETF Transaction History

Panoramic Investment Advisors, LLC

  • $154 Billion
  • Q4 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 23,984 shares of SCHP stock, worth $630,779. This represents 0.4% of its overall portfolio holdings.

Number of Shares
23,984
Previous 12,517 91.61%
Holding current value
$630,779
Previous $671 Million 7.72%
% of portfolio
0.4%
Previous 0.46%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$25.74 - $53.78 $295,160 - $616,695
11,467 Added 91.61%
23,984 $620 Million
Q3 2024

Oct 31, 2024
SELL
$51.58 - $53.79 $42,192 - $44,000
-818 Reduced 6.13%
12,517 $671 Million
Q1 2024

Apr 18, 2024
SELL
$51.32 - $52.45 $106,386 - $108,728
-2,073 Reduced 13.45%
13,335 $696 Million
Q4 2023

Jan 23, 2024
BUY
$49.69 - $52.46 $1,441 - $1,521
29 Added 0.19%
15,408 $804 Million
Q3 2023

Nov 15, 2023
SELL
$50.37 - $52.48 $185,714 - $193,493
-3,687 Reduced 19.34%
15,379 $776 Million
Q4 2022

Mar 01, 2023
BUY
$51.47 - $53.83 $981,327 - $1.03 Million
19,066 New
19,066 $987 Million

Others Institutions Holding SCHP

# of Institutions
709
Shares Held
277M
Call Options Held
114K
Put Options Held
1.3K
View Full List

About SCHWAB STRATEGIC US TIPS ETF

SCHP Quotes by TradingView
  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
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