PANORAMIC INVESTMENT ADVISORS, LLC SCHD Holdings History
PANORAMIC INVESTMENT ADVISORS, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, PANORAMIC INVESTMENT ADVISORS, LLC held 153,253.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $4.28 Mil. This investment constitutes 2.89% of their stock portfolio, and PANORAMIC INVESTMENT ADVISORS, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2022Q4. And since then PANORAMIC INVESTMENT ADVISORS, LLC has made 3 purchases of SCHD, at an average price of $57.07, for a total of 202,697.00 shares. In addition, there have been 3 sales at an average price of $59.10 for 49,444.00 shares. Based on historical transaction data and SCHD's current price of $27.28, PANORAMIC INVESTMENT ADVISORS, LLC's estimated gain on his SCHD holdings is $-4.47 Mil, reflecting a -38.60% gain to date.
PANORAMIC INVESTMENT ADVISORS, LLC SCHD ($27.28) Holding Chart
PANORAMIC INVESTMENT ADVISORS, LLC SCHD ($27.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
