Panoramic Investment Advisors’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.21M	Sell	13,083 -150	-1%	-$13.7K	0.58%	45
2026 Q1	$1.24M	Sell	13,233 -100	-0.8%	-$9.81K	0.67%	42
2025 Q4	$1.33M	Hold	13,333	–	–	0.72%	41
2025 Q3	$1.27M	Buy	13,333 +800	+6%	+$75.9K	0.72%	40
2025 Q2	$1.14M	Hold	12,533	–	–	0.7%	40
2025 Q1	$981K	Sell	12,533 -100	-0.8%	-$7.85K	0.66%	41
2024 Q4	$935K	Buy	12,633 +365	+3%	+$27.3K	0.61%	42
2024 Q3	$795K	Buy	+12,268	New	+$806K	0.55%	43
2024 Q1	$983K	Sell	13,593 -325	-2%	-$21.4K	0.72%	39
2023 Q4	$958K	Buy	13,918 +3	+0%	+$173	0.83%	36
2023 Q3	$764K	Buy	+13,915	New	+$841K	0.7%	39

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Panoramic Investment Advisors reduced its Charles Schwab (SCHW) stake by 1.1% in Q2 2026, selling an estimated $13.7K and leaving 13,083 shares worth $1.21M. The position accounts for 0.58% of the portfolio, ranked #45.

Panoramic Investment Advisors first reported a position in SCHW in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.33M in Q4 2025. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Panoramic Investment Advisors held 13,083 shares of Charles Schwab worth $1.21M as of Q2 2026.
Panoramic Investment Advisors sold 150 Charles Schwab shares in Q2 2026, an estimated $13.7K.
Charles Schwab made up 0.58% of Panoramic Investment Advisors's portfolio in Q2 2026, its #45 holding.
Panoramic Investment Advisors first reported a position in Charles Schwab in Q3 2023 and has held it in 11 quarters since.
Panoramic Investment Advisors's Charles Schwab position peaked at $1.33M in Q4 2025.
2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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