SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

PANORAMIC INVESTMENT ADVISORS, LLC's Holding History (CIK: 0001967332)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,333 Value ($000) $1,332 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 13,333 Value ($000) $1,273 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 12,533 Value ($000) $1,144 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 12,533 Value ($000) $981 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 12,633 Value ($000) $935 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 12,268 Value ($000) $795 Avg Close $64.56 Range $59.83 - $75.21
Q1 2024
Shares 13,593 Value ($000) $983 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 13,918 Value ($000) $958 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 13,915 Value ($000) $764 Avg Close $58.47 Range $51.87 - $66.42