Panoramic Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
87,307
+802
| +0.9% | +$19.1K | 1.28% | 22 |
|
|
2025
Q1 | $1.86M | Sell |
86,505
-368
| -0.4% | -$7.92K | 1.26% | 25 |
|
|
2024
Q4 | $1.97M | Buy |
86,873
+5,288
| +6% | +$120K | 1.28% | 24 |
|
|
2024
Q3 | $1.81M | Buy |
+81,585
| New | +$1.81M | 1.25% | 24 |
|
|
2024
Q1 | $1.56M | Buy |
76,764
+1,599
| +2% | +$32.5K | 1.15% | 26 |
|
|
2023
Q4 | $1.39M | Sell |
75,165
-2,625
| -3% | -$48.7K | 1.21% | 26 |
|
|
2023
Q3 | $1.29M | Buy |
+77,790
| New | +$1.29M | 1.19% | 25 |
|
|
2022
Q4 | $1.12M | Buy |
+74,787
| New | +$1.12M | 1.15% | 25 |
|