Schwab Strategic Tr cmn shares owned by Panoramic Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Panoramic Investment Advisors
from 13F filings
Historical chart of Panoramic Investment Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Panoramic Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 216k | 29.11 |
| 2025-06-30 | $5.7M | 206k | 27.67 |
| 2025-03-31 | $5.2M | 196k | 26.58 |
| 2024-12-31 | $5.1M | 195k | 26.07 |
| 2024-09-30 | $5.2M | 65k | 80.37 |
| 2024-03-31 | $4.8M | 63k | 75.98 |
| 2023-12-31 | $4.3M | 61k | 70.10 |
| 2023-09-30 | $3.9M | 60k | 64.46 |
| 2022-12-31 | $3.8M | 57k | 66.02 |
More positions owned by Panoramic Investment Advisors
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