Panoramic Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
65,833
+6,843
| +12% | +$173K | 1.02% | 34 |
|
|
2025
Q1 | $1.38M | Buy |
58,990
+1,294
| +2% | +$30.3K | 0.93% | 36 |
|
|
2024
Q4 | $1.49M | Buy |
57,696
+1,540
| +3% | +$39.8K | 0.97% | 37 |
|
|
2024
Q3 | $1.45M | Buy |
+56,156
| New | +$1.45M | 1% | 35 |
|
|
2024
Q1 | $1.26M | Buy |
51,154
+944
| +2% | +$23.2K | 0.93% | 33 |
|
|
2023
Q4 | $1.19M | Buy |
50,210
+1,162
| +2% | +$27.4K | 1.03% | 31 |
|
|
2023
Q3 | $1.02M | Buy |
+49,048
| New | +$1.02M | 0.93% | 34 |
|
|
2022
Q4 | $956K | Buy |
+47,196
| New | +$956K | 0.98% | 32 |
|