PANORAMIC INVESTMENT ADVISORS, LLC SCHG Holdings History
PANORAMIC INVESTMENT ADVISORS, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, PANORAMIC INVESTMENT ADVISORS, LLC held 149,415.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $3.74 Mil. This investment constitutes 2.53% of their stock portfolio, and PANORAMIC INVESTMENT ADVISORS, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2022Q4. And since then PANORAMIC INVESTMENT ADVISORS, LLC has made 4 purchases of SCHG, at an average price of $33.45, for a total of 151,697.00 shares. In addition, there have been 2 sales at an average price of $76.11 for 2,282.00 shares. Based on historical transaction data and SCHG's current price of $30.06, PANORAMIC INVESTMENT ADVISORS, LLC's estimated gain on his SCHG holdings is $-409,378.15, reflecting a -8.07% gain to date.
PANORAMIC INVESTMENT ADVISORS, LLC SCHG ($30.06) Holding Chart
PANORAMIC INVESTMENT ADVISORS, LLC SCHG ($30.06) 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 % | |||
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