Precedent Wealth Partners
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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
Q3 		$465K Hold
15,879
– – 0.07% 147
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

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Precedent Wealth Partners's SCHB Position: Q3 2026 in Review

Precedent Wealth Partners held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 15,879 shares worth $465K. The position accounts for 0.07% of the portfolio, ranked #147.

Precedent Wealth Partners first reported a position in SCHB in Q4 2023 and has held it in 12 quarters since. 698 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Precedent Wealth Partners held 15,879 shares of Schwab US Broad Market ETF worth $465K as of Q3 2026.
  • Precedent Wealth Partners left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
  • Schwab US Broad Market ETF made up 0.07% of Precedent Wealth Partners's portfolio in Q3 2026, its #147 holding.
  • Precedent Wealth Partners first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 12 quarters since.
  • 698 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.