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Precedent Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Precedent Wealth Partners’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,855
Closed -$219K – 162
2024
Q4 		$219K Sell
7,855
-3,061
-28% -$85.3K 0.07% 143
2024
Q3 		$284K Sell
10,916
-1,668
-13% -$43.5K 0.09% 134
2024
Q2 		$317K Buy
+12,584
New +$317K 0.13% 119