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
Download as csvQuarterly 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 |
More positions owned by Panoramic Investment Advisors
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Top funds holding Schwab U S Large Cap Growth ETF
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