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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
Q2 		$390K Buy
13,243
+27
+0.2% +$771 0.19% 89
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Panoramic Investment Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.2% in Q2 2026, buying an estimated $771 and bringing the position to 13,243 shares worth $390K. The position accounts for 0.19% of the portfolio, ranked #89.

Panoramic Investment Advisors first reported a position in SCHX in Q1 2024 and has held it in 9 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Panoramic Investment Advisors held 13,243 shares of Schwab US Large- Cap ETF worth $390K as of Q2 2026.
  • Panoramic Investment Advisors bought 27 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $771.
  • Schwab US Large- Cap ETF made up 0.19% of Panoramic Investment Advisors's portfolio in Q2 2026, its #89 holding.
  • Panoramic Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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