Panoramic Investment Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Hold |
12,533
| – | – | 0.7% | 40 |
|
|
2025
Q1 | $981K | Sell |
12,533
-100
| -0.8% | -$7.83K | 0.66% | 41 |
|
|
2024
Q4 | $935K | Buy |
12,633
+365
| +3% | +$27K | 0.61% | 42 |
|
|
2024
Q3 | $795K | Buy |
+12,268
| New | +$795K | 0.55% | 43 |
|
|
2024
Q1 | $983K | Sell |
13,593
-325
| -2% | -$23.5K | 0.72% | 39 |
|
|
2023
Q4 | $958K | Buy |
13,918
+3
| +0% | +$206 | 0.83% | 36 |
|
|
2023
Q3 | $764K | Buy |
+13,915
| New | +$764K | 0.7% | 39 |
|