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 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 $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Panoramic Investment Advisors's SCHA Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 7.7% in Q1 2026, buying an estimated $182K and bringing the position to 85,227 shares worth $2.48M. The position accounts for 1.34% of the portfolio, ranked #22.

Panoramic Investment Advisors first reported a position in SCHA in Q4 2022 and has held it in 11 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Panoramic Investment Advisors held 85,227 shares of Schwab U.S Small- Cap ETF worth $2.48M as of Q1 2026.
Panoramic Investment Advisors bought 6,087 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $182K.
Schwab U.S Small- Cap ETF made up 1.34% of Panoramic Investment Advisors's portfolio in Q1 2026, its #22 holding.
Panoramic Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 11 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.