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

Panoramic Investment Advisors, LLC

  • $148 Billion
  • Q1 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 13,789 shares of SCHX stock, worth $345,552. This represents 0.21% of its overall portfolio holdings.

Number of Shares
13,789
Previous 13,758 0.23%
Holding current value
$345,552
Previous $319 Million 4.53%
% of portfolio
0.21%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,539
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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