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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$339K	Sell	13,216 -662	-5%	-$17.8K	0.18%	91
2025 Q4	$373K	Buy	13,878 +30	+0.2%	+$801	0.2%	84
2025 Q3	$365K	Buy	13,848 +29	+0.2%	+$736	0.21%	81
2025 Q2	$338K	Buy	13,819 +30	+0.2%	+$678	0.21%	85
2025 Q1	$304K	Buy	13,789 +31	+0.2%	+$722	0.21%	84
2024 Q4	$319K	Buy	13,758 +228	+2%	+$5.31K	0.21%	86
2024 Q3	$306K	Buy	+13,530	New	+$295K	0.21%	90
2024 Q1	$208K	Buy	+10,038	New	+$198K	0.15%	108

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

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

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

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Panoramic Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.8% in Q1 2026, selling an estimated $17.8K and leaving 13,216 shares worth $339K. The position accounts for 0.18% of the portfolio, ranked #91.

Panoramic Investment Advisors first reported a position in SCHX in Q1 2024 and has held it in 8 quarters since. The position peaked at $373K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Panoramic Investment Advisors held 13,216 shares of Schwab US Large- Cap ETF worth $339K as of Q1 2026.
Panoramic Investment Advisors sold 662 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $17.8K.
Schwab US Large- Cap ETF made up 0.18% of Panoramic Investment Advisors's portfolio in Q1 2026, its #91 holding.
Panoramic Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 8 quarters since.
Panoramic Investment Advisors's Schwab US Large- Cap ETF position peaked at $373K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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