Panoramic Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Panoramic Investment Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.7M	Buy
2025 Q1	$5.2M	Buy
2024 Q4	$5.08M	Buy
2024 Q3	$5.21M	Buy
2024 Q1	$4.78M	Buy
2023 Q4	$4.27M	Buy
2023 Q3	$3.88M	Buy
2022 Q4	$3.78M	Buy