Panoramic Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Panoramic Investment Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.06M	Sell	132,472 -2,813	-2%	-$85.3K	2.2%	8
2025 Q4	$3.71M	Sell	135,285 -3,287	-2%	-$89.4K	2.02%	8
2025 Q3	$3.78M	Buy	138,572 +4,273	+3%	+$117K	2.13%	9
2025 Q2	$3.56M	Sell	134,299 -18,954	-12%	-$495K	2.19%	10
2025 Q1	$4.28M	Sell	153,253 -8,376	-5%	-$233K	2.89%	5
2024 Q4	$4.42M	Sell	161,629 -7,406	-4%	-$211K	2.88%	6
2024 Q3	$4.76M	Buy	+169,035	New	+$4.6M	3.29%	4
2024 Q1	$7.8M	Buy	290,361 +3,732	+1%	+$96.4K	5.75%	2
2023 Q4	$7.27M	Buy	286,629 +969	+0.3%	+$23.1K	6.29%	2
2023 Q3	$6.74M	Buy	+285,660	New	+$7.01M	6.19%	2
2022 Q4	$9.74M	Buy	+386,646	New	+$9.54M	9.98%	1

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Panoramic Investment Advisors's SCHD Position: Q1 2026 in Review

Panoramic Investment Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.1% in Q1 2026, selling an estimated $85.3K and leaving 132,472 shares worth $4.06M. The position accounts for 2.2% of the portfolio, ranked #8.

Panoramic Investment Advisors first reported a position in SCHD in Q4 2022 and has held it in 11 quarters since. The position peaked at $9.74M in Q4 2022. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Panoramic Investment Advisors held 132,472 shares of Schwab US Dividend Equity ETF worth $4.06M as of Q1 2026.
Panoramic Investment Advisors sold 2,813 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $85.3K.
Schwab US Dividend Equity ETF made up 2.2% of Panoramic Investment Advisors's portfolio in Q1 2026, its #8 holding.
Panoramic Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's Schwab US Dividend Equity ETF position peaked at $9.74M in Q4 2022.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.