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
2026 Q1	$6.84M	Buy	224,419 +4,358	+2%	+$136K	3.7%	3
2025 Q4	$6.52M	Buy	220,061 +4,037	+2%	+$118K	3.54%	4
2025 Q3	$6.29M	Buy	216,024 +10,094	+5%	+$287K	3.54%	2
2025 Q2	$5.7M	Buy	205,930 +10,311	+5%	+$271K	3.5%	2
2025 Q1	$5.2M	Buy	195,619 +576	+0.3%	+$15.5K	3.51%	3
2024 Q4	$5.08M	Buy	195,043 +694	+0.4%	+$18.7K	3.31%	3
2024 Q3	$5.21M	Buy	+194,349	New	+$4.99M	3.6%	3
2024 Q1	$4.78M	Buy	188,550 +5,970	+3%	+$143K	3.52%	6
2023 Q4	$4.27M	Buy	182,580 +2,139	+1%	+$46.8K	3.69%	5
2023 Q3	$3.88M	Buy	+180,441	New	+$4.05M	3.56%	5
2022 Q4	$3.78M	Buy	+171,597	New	+$3.71M	3.87%	4

Other funds holding SCHV

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MGIA

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Panoramic Investment Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 2% in Q1 2026, buying an estimated $136K and bringing the position to 224,419 shares worth $6.84M. The position accounts for 3.7% of the portfolio, ranked #3.

Panoramic Investment Advisors first reported a position in SCHV in Q4 2022 and has held it in 11 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Panoramic Investment Advisors held 224,419 shares of Schwab US Large-Cap Value ETF worth $6.84M as of Q1 2026.
Panoramic Investment Advisors bought 4,358 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $136K.
Schwab US Large-Cap Value ETF made up 3.7% of Panoramic Investment Advisors's portfolio in Q1 2026, its #3 holding.
Panoramic Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 11 quarters since.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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