PWM
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Praetorian Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Praetorian Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$514K Buy
15,185
+91
+0.6% +$3.02K 0.09% 55
2026
Q1 		$458K Sell
15,094
-82
-0.5% -$2.55K 0.09% 55
2025
Q4 		$495K Hold
15,176
– – 0.1% 52
2025
Q3 		$484K Sell
15,176
-4
-0% -$122 0.1% 48
2025
Q2 		$443K Buy
15,180
+4,536
+43% +$120K 0.1% 39
2025
Q1 		$267K Hold
10,644
– – 0.07% 53
2024
Q4 		$297K Buy
+10,644
New +$291K 0.07% 51
2024
Q3 		– Sell
-15,964
Closed -$402K – 48
2024
Q2 		$402K Buy
+15,964
New +$377K 0.1% 42
2024
Q1 		– Sell
-16,560
Closed -$343K – 46
2023
Q4 		$343K Buy
+16,560
New +$320K 0.1% 44
2023
Q1 		– Sell
-16,936
Closed -$235K – 45
2022
Q4 		$235K Sell
16,936
-1,312
-7% -$18.9K 0.08% 49
2022
Q3 		$254K Buy
+18,248
New +$286K 0.1% 50
2021
Q4 		– Sell
-18,248
Closed -$338K – 45
2021
Q3 		$338K Sell
18,248
-24
-0.1% -$457 0.11% 50
2021
Q2 		$333K Hold
18,272
– – 0.11% 49
2021
Q1 		$296K Sell
18,272
-2,192
-11% -$35.7K 0.1% 52
2020
Q4 		$328K Sell
20,464
-904
-4% -$13.7K 0.13% 49
2020
Q3 		$308K Sell
21,368
-624
-3% -$8.7K 0.14% 49
2020
Q2 		$279K Buy
+21,992
New +$256K 0.14% 49

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TWM
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FFN
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MAM
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HWA
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CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return