Panoramic Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Sell |
134,299
-18,954
| -12% | -$502K | 2.19% | 10 |
|
|
2025
Q1 | $4.28M | Sell |
153,253
-8,376
| -5% | -$234K | 2.89% | 5 |
|
|
2024
Q4 | $4.42M | Sell |
161,629
-7,406
| -4% | -$202K | 2.88% | 6 |
|
|
2024
Q3 | $4.76M | Buy |
+169,035
| New | +$4.76M | 3.29% | 4 |
|
|
2024
Q1 | $7.8M | Buy |
290,361
+3,732
| +1% | +$100K | 5.75% | 2 |
|
|
2023
Q4 | $7.27M | Buy |
286,629
+969
| +0.3% | +$24.6K | 6.29% | 2 |
|
|
2023
Q3 | $6.74M | Buy |
+285,660
| New | +$6.74M | 6.19% | 2 |
|
|
2022
Q4 | $9.74M | Buy |
+386,646
| New | +$9.74M | 9.98% | 1 |
|