Panoramic Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 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 3,346 shares of SCHX stock, worth $76,690. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,346Holding current value
$76,690% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,332Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.42 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$640 Million1.88% of portfolio
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Us Bancorp \De\20.6MShares$472 Million1.81% of portfolio
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Sei Investments CO Oaks, PA12.5MShares$287 Million1.17% of portfolio
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Hbk Sorce Advisory LLC Erie, PA10.6MShares$243 Million25.33% of portfolio