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

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 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 35,950 shares of SCHG stock, worth $1.04 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
35,950
Previous 35,385 1.6%
Holding current value
$1.04 Million
Previous $3.28 Billion 14.16%
% of portfolio
2.59%
Previous 2.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$92.63 - $105.69 $52,335 - $59,714
565 Added 1.6%
35,950 $3.75 Billion
Q1 2024

Apr 18, 2024
BUY
$80.6 - $93.32 $76,408 - $88,467
948 Added 2.75%
35,385 $3.28 Billion
Q4 2023

Jan 23, 2024
SELL
$70.08 - $83.37 $63,352 - $75,366
-904 Reduced 2.56%
34,437 $2.86 Billion
Q3 2023

Nov 15, 2023
SELL
$71.99 - $78.02 $99,202 - $107,511
-1,378 Reduced 3.75%
35,341 $2.57 Billion
Q4 2022

Mar 01, 2023
BUY
$54.31 - $60.76 $1.99 Million - $2.23 Million
36,719 New
36,719 $2.04 Billion

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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