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Panoramic Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Panoramic Investment Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.19M Buy
86,533
+4,644
+6% +$160K 1.53% 19
2026
Q1 		$2.54M Buy
81,889
+5,606
+7% +$178K 1.37% 20
2025
Q4 		$2.29M Sell
76,283
-5,120
-6% -$153K 1.25% 25
2025
Q3 		$2.41M Buy
81,403
+17,377
+27% +$506K 1.36% 23
2025
Q2 		$1.8M Buy
64,026
+7,030
+12% +$185K 1.1% 32
2025
Q1 		$1.49M Buy
56,996
+50
+0.1% +$1.39K 1.01% 33
2024
Q4 		$1.58M Buy
56,946
+948
+2% +$27K 1.03% 33
2024
Q3 		$1.55M Buy
+55,998
New +$1.49M 1.07% 31
2024
Q1 		$1.44M Buy
53,082
+1,554
+3% +$39.6K 1.06% 30
2023
Q4 		$1.29M Sell
51,528
-78
-0.2% -$1.79K 1.12% 30
2023
Q3 		$1.16M Buy
+51,606
New +$1.22M 1.07% 29
2022
Q4 		$1.16M Buy
+53,148
New +$1.16M 1.19% 22

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Panoramic Investment Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 5.7% in Q2 2026, buying an estimated $160K and bringing the position to 86,533 shares worth $3.19M. The position accounts for 1.53% of the portfolio, ranked #19.

Panoramic Investment Advisors first reported a position in SCHM in Q4 2022 and has held it in 12 quarters since. 1,072 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Panoramic Investment Advisors held 86,533 shares of Schwab US Mid-Cap ETF worth $3.19M as of Q2 2026.
  • Panoramic Investment Advisors bought 4,644 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $160K.
  • Schwab US Mid-Cap ETF made up 1.53% of Panoramic Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Panoramic Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 12 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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