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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$338K	Buy	13,819 +30	+0.2%	+$733	0.21%	85
2025 Q1	$304K	Buy	13,789 +31	+0.2%	+$684	0.21%	84
2024 Q4	$319K	Buy	13,758 +228	+2%	+$5.29K	0.21%	86
2024 Q3	$306K	Buy	+13,530	New	+$306K	0.21%	90
2024 Q1	$208K	Buy	+10,038	New	+$208K	0.15%	108