Panoramic Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Panoramic Investment Advisors, LLC

$154 Billion
Q4 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 161,629 shares of SCHD stock, worth $4.5 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares

161,629

Previous 56,345 186.86%

Holding current value

$4.5 Million

Previous $4.76 Billion 7.29%

% of portfolio

2.88%

Previous 3.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$26.93 - $84.95 $2.84 Million - $8.94 Million	105,284 Added 186.86%	161,629 $4.42 Billion
Q3 2024 Oct 31, 2024	SELL	$77.02 - $85.06 $3.11 Million - $3.44 Million	-40,442 Reduced 41.78%	56,345 $4.76 Billion
Q1 2024 Apr 18, 2024	BUY	$75.25 - $80.63 $93,611 - $100,303	1,244 Added 1.3%	96,787 $7.8 Billion
Q4 2023 Jan 23, 2024	BUY	$66.9 - $76.32 $21,608 - $24,651	323 Added 0.34%	95,543 $7.27 Billion
Q3 2023 Nov 15, 2023	SELL	$70.63 - $75.66 $2.38 Million - $2.55 Million	-33,662 Reduced 26.12%	95,220 $6.74 Billion
Q4 2022 Mar 01, 2023	BUY	$67.16 - $79.06 $8.66 Million - $10.2 Million	128,882 New	128,882 $9.74 Billion

Others Institutions Holding SCHD

# of Institutions

1,822

Shares Held

430M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Panoramic Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History