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
2026 Q2	$297K	Buy	+8,774	New	+$291K	0.05%	173
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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Precedent Wealth Partners opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 8,774 shares worth $297K. The stake represents 0.05% of the portfolio and ranks #173 among its holdings. This is a return to the name: Precedent Wealth Partners previously reported a position in SCHG as recently as Q4 2024.

Precedent Wealth Partners first reported a position in SCHG in Q2 2024 and has held it in 4 quarters since. The position peaked at $317K in Q2 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Precedent Wealth Partners held 8,774 shares of Schwab US Large-Cap Growth ETF worth $297K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Precedent Wealth Partners position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.05% of Precedent Wealth Partners's portfolio in Q2 2026, its #173 holding.
Precedent Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 4 quarters since.
Precedent Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $317K in Q2 2024.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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