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 216,024 shares of SCHV stock, worth $6.26 Million. This represents 3.54% of its overall portfolio holdings.

Number of Shares

216,024

Previous 205,930 4.9%

Holding current value

$6.26 Million

Previous $5.7 Billion 10.36%

% of portfolio

3.54%

Previous 3.5%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$27.61 - $29.15 $278,695 - $294,240	10,094 Added 4.9%	216,024 $6.29 Billion
Q2 2025 Aug 07, 2025	BUY	$23.55 - $27.67 $242,824 - $285,305	10,311 Added 5.27%	205,930 $5.7 Billion
Q1 2025 May 06, 2025	BUY	$25.77 - $27.6 $14,843 - $15,897	576 Added 0.3%	195,619 $5.2 Billion
Q4 2024 Jan 24, 2025	BUY	$25.79 - $80.4 $3.36 Million - $10.5 Million	130,260 Added 201.07%	195,043 $5.08 Billion
Q3 2024 Oct 31, 2024	BUY	$73.43 - $80.37 $141,940 - $155,355	1,933 Added 3.08%	64,783 $5.21 Billion

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	$59.13 - $69.24 $3.38 Million - $3.96 Million	57,199 New	57,199 $3.78 Billion

Others Institutions Holding SCHV

# of Institutions

974

Shares Held

358M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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