Panoramic Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.26M	Buy	90,195 +4,968	+6%	+$164K	1.56%	17
2026 Q1	$2.48M	Buy	85,227 +6,087	+8%	+$182K	1.34%	22
2025 Q4	$2.25M	Sell	79,140 -691	-0.9%	-$19.5K	1.22%	27
2025 Q3	$2.23M	Buy	79,831 +13,998	+21%	+$374K	1.25%	28
2025 Q2	$1.67M	Buy	65,833 +6,843	+12%	+$162K	1.02%	34
2025 Q1	$1.38M	Buy	58,990 +1,294	+2%	+$33K	0.93%	36
2024 Q4	$1.49M	Buy	57,696 +1,540	+3%	+$41K	0.97%	37
2024 Q3	$1.45M	Buy	+56,156	New	+$1.39M	1%	35
2024 Q1	$1.26M	Buy	51,154 +944	+2%	+$22.1K	0.93%	33
2023 Q4	$1.19M	Buy	50,210 +1,162	+2%	+$24.5K	1.03%	31
2023 Q3	$1.02M	Buy	+49,048	New	+$1.08M	0.93%	34
2022 Q4	$956K	Buy	+47,196	New	+$967K	0.98%	32

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Panoramic Investment Advisors's SCHA Position: Q2 2026 in Review

Panoramic Investment Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 5.8% in Q2 2026, buying an estimated $164K and bringing the position to 90,195 shares worth $3.26M. The position accounts for 1.56% of the portfolio, ranked #17.

Panoramic Investment Advisors first reported a position in SCHA in Q4 2022 and has held it in 12 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Panoramic Investment Advisors held 90,195 shares of Schwab U.S Small- Cap ETF worth $3.26M as of Q2 2026.
Panoramic Investment Advisors bought 4,968 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $164K.
Schwab U.S Small- Cap ETF made up 1.56% of Panoramic Investment Advisors's portfolio in Q2 2026, its #17 holding.
Panoramic Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 12 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.