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
Download as csv Download as ExcelQuarterly 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 |
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