Precedent Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Precedent Wealth Partners’s Portfolio SCHB Stock Details SCHB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$373K	Hold
2025 Q2	$346K	Hold
2025 Q1	$313K	Sell
2024 Q4	$344K	Hold
2024 Q3	$336K	Buy
2024 Q2	$250K	Hold
2024 Q1	$243K	Hold
2023 Q4	$221K	Buy