Schwab U S Broad Market ETF shares owned by Panoramic Investment Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Panoramic Investment Advisors
from 13F filings
Historical chart of Panoramic Investment Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Panoramic Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 89k | 25.71 |
| 2025-06-30 | $2.1M | 87k | 23.83 |
| 2025-03-31 | $1.9M | 87k | 21.53 |
| 2024-12-31 | $2.0M | 87k | 22.70 |
| 2024-09-30 | $1.8M | 27k | 66.52 |
| 2024-03-31 | $1.6M | 26k | 61.05 |
| 2023-12-31 | $1.4M | 25k | 55.67 |
| 2023-09-30 | $1.3M | 26k | 49.85 |
| 2022-12-31 | $1.1M | 25k | 44.81 |
More positions owned by Panoramic Investment Advisors
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