PANORAMIC INVESTMENT ADVISORS, LLC SCHP Holdings History
PANORAMIC INVESTMENT ADVISORS, LLC's Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, PANORAMIC INVESTMENT ADVISORS, LLC held - shares of Schwab U.S. Tips ETF(SCHP), totaling N/A. This investment constitutes 0% of their stock portfolio, and PANORAMIC INVESTMENT ADVISORS, LLC now holds 0% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2022Q4. And since then PANORAMIC INVESTMENT ADVISORS, LLC has made 2 purchases of SCHP, at an average price of $42.11, for a total of 30,794.00 shares. In addition, there have been 4 sales at an average price of $31.04 for 30,794.00 shares. Based on historical transaction data and SCHP's current price of $26.60, PANORAMIC INVESTMENT ADVISORS, LLC's estimated gain on his SCHP holdings is $-341,031.92, reflecting a -26.30% gain to date.
PANORAMIC INVESTMENT ADVISORS, LLC SCHP ($26.60) Holding Chart
PANORAMIC INVESTMENT ADVISORS, LLC SCHP ($26.60) 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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