PIA
Panoramic Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.7M | Buy |
205,930
+10,311
| +5% | +$285K | 3.5% | 2 |
|
|
2025
Q1 | $5.2M | Buy |
195,619
+576
| +0.3% | +$15.3K | 3.51% | 3 |
|
|
2024
Q4 | $5.08M | Buy |
195,043
+130,260
| +201% | +$3.4M | 3.31% | 3 |
|
|
2024
Q3 | $5.21M | Buy |
+64,783
| New | +$5.21M | 3.6% | 3 |
|
|
2024
Q1 | $4.78M | Buy |
62,850
+1,990
| +3% | +$151K | 3.52% | 6 |
|
|
2023
Q4 | $4.27M | Buy |
60,860
+713
| +1% | +$50K | 3.69% | 5 |
|
|
2023
Q3 | $3.88M | Buy |
+60,147
| New | +$3.88M | 3.56% | 5 |
|
|
2022
Q4 | $3.78M | Buy |
+57,199
| New | +$3.78M | 3.87% | 4 |
|