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Schwab U S Large Cap Growth ETF shares owned by Panoramic Investment Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth 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 Large Cap Growth ETF by Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 170k 31.91
2025-06-30 $4.7M 160k 29.21
2025-03-31 $3.7M 149k 25.04
2024-12-31 $4.1M 146k 27.87
2024-09-30 $3.7M 36k 104.18
2024-03-31 $3.3M 35k 92.72
2023-12-31 $2.9M 34k 82.96
2023-09-30 $2.6M 35k 72.72
2022-12-31 $2.0M 37k 55.56