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

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 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 56,345 shares of SCHD stock, worth $1.55 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares
56,345
Previous 96,787 41.78%
Holding current value
$1.55 Million
Previous $7.8 Billion 38.97%
% of portfolio
3.29%
Previous 5.75%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,761
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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