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Panoramic Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Panoramic Investment Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.61M Sell
89,992
-307
-0.3% -$8.59K 1.25% 26
2026
Q1 		$2.27M Buy
90,299
+119
+0.1% +$3.12K 1.23% 26
2025
Q4 		$2.37M Buy
90,180
+1,444
+2% +$37.6K 1.29% 24
2025
Q3 		$2.28M Buy
88,736
+1,429
+2% +$35.4K 1.28% 26
2025
Q2 		$2.08M Buy
87,307
+802
+0.9% +$17.7K 1.28% 22
2025
Q1 		$1.86M Sell
86,505
-368
-0.4% -$8.37K 1.26% 25
2024
Q4 		$1.97M Buy
86,873
+5,288
+6% +$121K 1.28% 24
2024
Q3 		$1.81M Buy
+81,585
New +$1.74M 1.25% 24
2024
Q1 		$1.56M Buy
76,764
+1,599
+2% +$30.9K 1.15% 26
2023
Q4 		$1.39M Sell
75,165
-2,625
-3% -$45.3K 1.21% 26
2023
Q3 		$1.29M Buy
+77,790
New +$1.35M 1.19% 25
2022
Q4 		$1.12M Buy
+74,787
New +$1.12M 1.15% 25

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Panoramic Investment Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.34% in Q2 2026, selling an estimated $8.59K and leaving 89,992 shares worth $2.61M. The position accounts for 1.25% of the portfolio, ranked #26.

Panoramic Investment Advisors first reported a position in SCHB in Q4 2022 and has held it in 12 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Panoramic Investment Advisors held 89,992 shares of Schwab US Broad Market ETF worth $2.61M as of Q2 2026.
  • Panoramic Investment Advisors sold 307 Schwab US Broad Market ETF shares in Q2 2026, an estimated $8.59K.
  • Schwab US Broad Market ETF made up 1.25% of Panoramic Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • Panoramic Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 12 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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