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
2026 Q2	$1.88M	Buy	59,391 +10,356	+21%	+$329K	0.31%	92
2026 Q1	$1.5M	Sell	49,035 -890	-2%	-$27K	0.3%	95
2025 Q4	$1.37M	Buy	49,925 +655	+1%	+$17.8K	0.29%	97
2025 Q3	$1.35M	Sell	49,270 -2,898	-6%	-$79.1K	0.3%	98
2025 Q2	$1.38M	Sell	52,168 -727	-1%	-$19K	0.34%	83
2025 Q1	$1.48M	Buy	52,895 +29,978	+131%	+$836K	0.41%	76
2024 Q4	$626K	Sell	22,917 -2,529	-10%	-$71.9K	0.2%	109
2024 Q3	$717K	Buy	25,446 +5,643	+28%	+$154K	0.24%	98
2024 Q2	$513K	Buy	19,803 +11,895	+150%	+$310K	0.21%	102
2024 Q1	$213K	Sell	7,908 -882	-10%	-$22.8K	0.09%	131
2023 Q4	$223K	Buy	+8,790	New	+$209K	0.11%	126

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

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

Precedent Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 21% in Q2 2026, buying an estimated $329K and bringing the position to 59,391 shares worth $1.88M. The position accounts for 0.31% of the portfolio, ranked #92.

Precedent Wealth Partners first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. 683 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Precedent Wealth Partners held 59,391 shares of Schwab US Dividend Equity ETF worth $1.88M as of Q2 2026.
Precedent Wealth Partners bought 10,356 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $329K.
Schwab US Dividend Equity ETF made up 0.31% of Precedent Wealth Partners's portfolio in Q2 2026, its #92 holding.
Precedent Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
683 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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