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Schwab U S Small Cap ETF shares owned by Panoramic Investment Advisors

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Panoramic Investment Advisors from 13F filings

Historical chart of Panoramic Investment Advisors investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Panoramic Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 26k 49.24
2023-12-31 $1.2M 25k 47.24
2023-09-30 $1.0M 25k 41.42
2022-12-31 $956k 24k 40.51

More positions owned by Panoramic Investment Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Wise Origin Bitcoin SHS
Ishares Bitcoin Tr SHS
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Whitehall Fds High Div Yld (VYM)
Abbott Laboratories (ABT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Panoramic Investment Advisors

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF