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 $629,580. This represents 0.4% of its overall portfolio holdings.
Number of Shares
23,984
Previous 12,517
91.61%
Holding current value
$629,580
Previous $671 Million
7.72%
% of portfolio
0.4%
Previous 0.46%
Shares
6 transactions
Others Institutions Holding SCHP
# of Institutions
679Shares Held
219MCall Options Held
60.2KPut Options Held
1.3K-
Empower Advisory Group, LLC Greenwood Village, CO38.3MShares$1.01 Billion3.35% of portfolio
-
Quadratic Capital Management LLC14.2MShares$374 Million97.45% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$262 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$221 Million2.12% of portfolio
-
Lincoln National Corp8.23MShares$216 Million6.83% of portfolio