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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
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 $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return