Precedent Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.35M	Sell
2025 Q2	$1.38M	Sell
2025 Q1	$1.48M	Buy
2024 Q4	$626K	Sell
2024 Q3	$717K	Buy
2024 Q2	$513K	Buy
2024 Q1	$213K	Sell
2023 Q4	$223K	Buy