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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Panoramic Investment Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 7.3% in Q1 2026, buying an estimated $178K and bringing the position to 81,889 shares worth $2.54M. The position accounts for 1.37% of the portfolio, ranked #20.

Panoramic Investment Advisors first reported a position in SCHM in Q4 2022 and has held it in 11 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Panoramic Investment Advisors held 81,889 shares of Schwab US Mid-Cap ETF worth $2.54M as of Q1 2026.
Panoramic Investment Advisors bought 5,606 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $178K.
Schwab US Mid-Cap ETF made up 1.37% of Panoramic Investment Advisors's portfolio in Q1 2026, its #20 holding.
Panoramic Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 11 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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