Panoramic Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Buy |
160,181
+10,766
| +7% | +$314K | 2.87% | 4 |
|
|
2025
Q1 | $3.74M | Buy |
149,415
+3,614
| +2% | +$90.5K | 2.53% | 6 |
|
|
2024
Q4 | $4.06M | Buy |
145,801
+2,001
| +1% | +$55.8K | 2.65% | 7 |
|
|
2024
Q3 | $3.75M | Buy |
+143,800
| New | +$3.75M | 2.59% | 8 |
|
|
2024
Q1 | $3.28M | Buy |
141,540
+3,792
| +3% | +$87.9K | 2.42% | 10 |
|
|
2023
Q4 | $2.86M | Sell |
137,748
-3,616
| -3% | -$75K | 2.47% | 8 |
|
|
2023
Q3 | $2.57M | Buy |
+141,364
| New | +$2.57M | 2.36% | 11 |
|
|
2022
Q4 | $2.04M | Buy |
+146,876
| New | +$2.04M | 2.09% | 13 |
|