PWP
Precedent Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Hold |
14,526
| – | – | 0.08% | 138 |
|
|
2025
Q1 | $313K | Sell |
14,526
-645
| -4% | -$13.9K | 0.09% | 137 |
|
|
2024
Q4 | $344K | Buy |
15,171
+10,114
| +200% | +$230K | 0.11% | 129 |
|
|
2024
Q3 | $336K | Buy |
5,057
+1,083
| +27% | +$72K | 0.11% | 126 |
|
|
2024
Q2 | $250K | Hold |
3,974
| – | – | 0.1% | 127 |
|
|
2024
Q1 | $243K | Hold |
3,974
| – | – | 0.1% | 128 |
|
|
2023
Q4 | $221K | Buy |
+3,974
| New | +$221K | 0.11% | 127 |
|