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

Panoramic Investment Advisors, LLC

$154 Billion
Q4 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 195,043 shares of SCHV stock, worth $5.25 Million. This represents 3.31% of its overall portfolio holdings.

Number of Shares

195,043

Previous 64,783 201.07%

Holding current value

$5.25 Million

Previous $5.21 Billion 2.34%

% of portfolio

3.31%

Previous 3.6%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

884

Shares Held

322M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Panoramic Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Panoramic Investment Advisors, LLC with notifications on news.

Account

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