PANORAMIC INVESTMENT ADVISORS, LLC SCHV Holdings History
PANORAMIC INVESTMENT ADVISORS, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, PANORAMIC INVESTMENT ADVISORS, LLC held 195,619.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $5.20 Mil. This investment constitutes 3.51% of their stock portfolio, and PANORAMIC INVESTMENT ADVISORS, LLC now holds 0.04% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2022Q4. And since then PANORAMIC INVESTMENT ADVISORS, LLC has made 6 purchases of SCHV, at an average price of $38.33, for a total of 195,619.00 shares. Based on historical transaction data and SCHV's current price of $28.30, PANORAMIC INVESTMENT ADVISORS, LLC's estimated gain on his SCHV holdings is $-1.96 Mil, reflecting a -26.16% gain to date.
PANORAMIC INVESTMENT ADVISORS, LLC SCHV ($28.30) Holding Chart
PANORAMIC INVESTMENT ADVISORS, LLC SCHV ($28.30) 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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