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

Panoramic Investment Advisors, LLC

$178 Billion
Q3 2025

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 13,848 shares of SCHX stock, worth $367,525. This represents 0.21% of its overall portfolio holdings.

Number of Shares

13,848

Previous 13,819 0.21%

Holding current value

$367,525

Previous $338 Million 8.0%

% of portfolio

0.21%

Previous 0.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$24.46 - $26.5 $709 - $768	29 Added 0.21%	13,848 $365 Million
Q2 2025 Aug 07, 2025	BUY	$19.6 - $24.44 $588 - $733	30 Added 0.22%	13,819 $338 Million
Q1 2025 May 06, 2025	BUY	$21.75 - $24.28 $674 - $752	31 Added 0.23%	13,789 $304 Million
Q4 2024 Jan 24, 2025	BUY	$22.4 - $68.28 $207,155 - $631,453	9,248 Added 205.06%	13,758 $319 Million
Q3 2024 Oct 31, 2024	BUY	$61.11 - $67.85 $71,132 - $78,977	1,164 Added 34.79%	4,510 $306 Million

Q1 2024 Apr 18, 2024	BUY	$55.41 - $62.08 $185,401 - $207,719	3,346 New	3,346 $208 Million

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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