Panoramic Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Panoramic Investment Advisors’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$316K	Buy	8,712 +436	+5%	+$15.6K	0.15%	106
2026 Q1	$273K	Buy	8,276 +459	+6%	+$15.7K	0.15%	107
2025 Q4	$256K	Buy	7,817 +162	+2%	+$5.4K	0.14%	107
2025 Q3	$255K	Buy	+7,655	New	+$241K	0.14%	105
2025 Q1	–	Sell	-7,834	Closed	-$209K	–	117
2024 Q4	$209K	Sell	7,834 -50	-0.6%	-$1.41K	0.14%	113
2024 Q3	$230K	Buy	+7,884	New	+$213K	0.16%	107

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Panoramic Investment Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 5.3% in Q2 2026, buying an estimated $15.6K and bringing the position to 8,712 shares worth $316K. The position accounts for 0.15% of the portfolio, ranked #106.

Panoramic Investment Advisors first reported a position in SCHE in Q3 2024 and has held it in 6 quarters since. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Panoramic Investment Advisors held 8,712 shares of Schwab Emerging Markets Equity ETF worth $316K as of Q2 2026.
Panoramic Investment Advisors bought 436 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $15.6K.
Schwab Emerging Markets Equity ETF made up 0.15% of Panoramic Investment Advisors's portfolio in Q2 2026, its #106 holding.
Panoramic Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2024 and has held it in 6 quarters since.
899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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