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Schwab Strategic Tr us dividend eq shares owned by Panoramic Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Panoramic Investment Advisors from 13F filings

Historical chart of Panoramic Investment Advisors investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Panoramic Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.8M 97k 80.63
2023-12-31 $7.3M 96k 76.13
2023-09-30 $6.7M 95k 70.76
2022-12-31 $9.7M 129k 75.54