Panoramic Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.43M	Buy
2025 Q2	$4.68M	Buy
2025 Q1	$3.74M	Buy
2024 Q4	$4.06M	Buy
2024 Q3	$3.75M	Buy
2024 Q1	$3.28M	Buy
2023 Q4	$2.86M	Sell
2023 Q3	$2.57M	Buy
2022 Q4	$2.04M	Buy