SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 135,285 Value ($000) $3,711 Avg Close — Range —
Q3 2025
Shares 138,572 Value ($000) $3,783 Avg Close — Range —
Q2 2025
Shares 134,299 Value ($000) $3,559 Avg Close — Range —
Q1 2025
Shares 153,253 Value ($000) $4,285 Avg Close — Range —
Q4 2024
Shares 161,629 Value ($000) $4,416 Avg Close — Range —
Q3 2024
Shares 56,345 Value ($000) $4,763 Avg Close — Range —
Q1 2024
Shares 96,787 Value ($000) $7,804 Avg Close — Range —
Q4 2023
Shares 95,543 Value ($000) $7,274 Avg Close — Range —
Q3 2023
Shares 95,220 Value ($000) $6,738 Avg Close — Range —
Q4 2022
Shares 128,882 Value ($000) $9,736 Avg Close — Range —