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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,855
Closed -$219K – 162
2024
Q4 		$219K Sell
7,855
-3,061
-28% -$83.7K 0.07% 143
2024
Q3 		$284K Sell
10,916
-1,668
-13% -$42K 0.09% 134
2024
Q2 		$317K Buy
+12,584
New +$297K 0.13% 119

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Precedent Wealth Partners's SCHG Position: Q1 2025 in Review

Precedent Wealth Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 7,855 shares — an estimated $219K sold.

Precedent Wealth Partners first reported a position in SCHG in Q2 2024 and held it in 3 quarters. The position peaked at $317K in Q2 2024. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Precedent Wealth Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Precedent Wealth Partners sold 7,855 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $219K.
  • Precedent Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and held it in 3 quarters.
  • Precedent Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $317K in Q2 2024.
  • 1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Precedent Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.