Precedent Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
Precedent Wealth Partners's SCHD Position: Q3 2026 in Review
Precedent Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 82% in Q3 2026, buying an estimated $1.64M and bringing the position to 108,018 shares worth $3.51M. The position accounts for 0.54% of the portfolio, ranked #56.
Precedent Wealth Partners first reported a position in SCHD in Q4 2023 and has held it in 12 quarters since. 1,084 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.
- Precedent Wealth Partners held 108,018 shares of Schwab US Dividend Equity ETF worth $3.51M as of Q3 2026.
- Precedent Wealth Partners bought 48,627 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $1.64M.
- Schwab US Dividend Equity ETF made up 0.54% of Precedent Wealth Partners's portfolio in Q3 2026, its #56 holding.
- Precedent Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 12 quarters since.
- 1,084 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.
Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.