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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$460K	Buy	15,879 +1,353	+9%	+$37.9K	0.08%	148
2026 Q1	$365K	Hold	14,526	–	–	0.07%	139
2025 Q4	$381K	Hold	14,526	–	–	0.08%	140
2025 Q3	$373K	Hold	14,526	–	–	0.08%	141
2025 Q2	$346K	Hold	14,526	–	–	0.08%	138
2025 Q1	$313K	Sell	14,526 -645	-4%	-$14.7K	0.09%	137
2024 Q4	$344K	Hold	15,171	–	–	0.11%	129
2024 Q3	$336K	Buy	15,171 +3,249	+27%	+$69.4K	0.11%	126
2024 Q2	$250K	Hold	11,922	–	–	0.1%	127
2024 Q1	$243K	Hold	11,922	–	–	0.1%	128
2023 Q4	$221K	Buy	+11,922	New	+$206K	0.11%	127

Other funds holding SCHB

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MBFW

Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Precedent Wealth Partners's SCHB Position: Q2 2026 in Review

Precedent Wealth Partners increased its Schwab US Broad Market ETF (SCHB) stake by 9.3% in Q2 2026, buying an estimated $37.9K and bringing the position to 15,879 shares worth $460K. The position accounts for 0.08% of the portfolio, ranked #148.

Precedent Wealth Partners first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 502 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Precedent Wealth Partners held 15,879 shares of Schwab US Broad Market ETF worth $460K as of Q2 2026.
Precedent Wealth Partners bought 1,353 Schwab US Broad Market ETF shares in Q2 2026, an estimated $37.9K.
Schwab US Broad Market ETF made up 0.08% of Precedent Wealth Partners's portfolio in Q2 2026, its #148 holding.
Precedent Wealth Partners first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
502 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.