Panoramic Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Panoramic Investment Advisors, LLC

  • $136 Billion
  • Q1 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 62,850 shares of SCHV stock, worth $4.65 Million. This represents 3.52% of its overall portfolio holdings.

Number of Shares
62,850
Previous 60,860 3.27%
Holding current value
$4.65 Million
Previous $4.27 Billion 11.93%
% of portfolio
3.52%
Previous 3.69%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$68.82 - $75.98 $136,951 - $151,200
1,990 Added 3.27%
62,850 $4.78 Billion
Q4 2023

Jan 23, 2024
BUY
$61.16 - $70.24 $43,607 - $50,081
713 Added 1.19%
60,860 $4.27 Billion
Q3 2023

Nov 15, 2023
BUY
$64.45 - $69.39 $189,998 - $204,561
2,948 Added 5.15%
60,147 $3.88 Billion
Q4 2022

Mar 01, 2023
BUY
$64.27 - $69.24 $3.68 Million - $3.96 Million
57,199 New
57,199 $3.78 Billion

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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