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
2026 Q1	$5.19M	Buy	178,311 +401	+0.2%	+$12.5K	2.81%	5
2025 Q4	$5.8M	Buy	177,910 +7,859	+5%	+$256K	3.15%	5
2025 Q3	$5.43M	Buy	170,051 +9,870	+6%	+$301K	3.05%	5
2025 Q2	$4.68M	Buy	160,181 +10,766	+7%	+$285K	2.87%	4
2025 Q1	$3.74M	Buy	149,415 +3,614	+2%	+$99K	2.53%	6
2024 Q4	$4.06M	Buy	145,801 +2,001	+1%	+$54.7K	2.65%	7
2024 Q3	$3.75M	Buy	+143,800	New	+$3.62M	2.59%	8
2024 Q1	$3.28M	Buy	141,540 +3,792	+3%	+$83.9K	2.42%	10
2023 Q4	$2.86M	Sell	137,748 -3,616	-3%	-$69.9K	2.47%	8
2023 Q3	$2.57M	Buy	+141,364	New	+$2.66M	2.36%	11
2022 Q4	$2.04M	Buy	+146,876	New	+$2.11M	2.09%	13

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Panoramic Investment Advisors's SCHG Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.23% in Q1 2026, buying an estimated $12.5K and bringing the position to 178,311 shares worth $5.19M. The position accounts for 2.81% of the portfolio, ranked #5.

Panoramic Investment Advisors first reported a position in SCHG in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.8M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Panoramic Investment Advisors held 178,311 shares of Schwab US Large-Cap Growth ETF worth $5.19M as of Q1 2026.
Panoramic Investment Advisors bought 401 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $12.5K.
Schwab US Large-Cap Growth ETF made up 2.81% of Panoramic Investment Advisors's portfolio in Q1 2026, its #5 holding.
Panoramic Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $5.8M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.