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

Panoramic Investment Advisors, LLC

  • $136 Billion
  • Q1 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 96,787 shares of SCHD stock, worth $7.45 Million. This represents 5.75% of its overall portfolio holdings.

Number of Shares
96,787
Previous 95,543 1.3%
Holding current value
$7.45 Million
Previous $7.27 Billion 7.29%
% of portfolio
5.75%
Previous 6.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$73.08 - $79.06 $9.42 Million - $10.2 Million
128,882 New
128,882 $9.74 Billion

Others Institutions Holding SCHD

# of Institutions
1,645
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Panoramic Investment Advisors, LLC Portfolio

Follow Panoramic Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email