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 Q3	$1.61M	Buy	44,835 +36,061	+411%	+$1.26M	0.25%	104
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Precedent Wealth Partners's SCHG Position: Q3 2026 in Review

Precedent Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 411% in Q3 2026, buying an estimated $1.26M and bringing the position to 44,835 shares worth $1.61M. The position accounts for 0.25% of the portfolio, ranked #104.

Precedent Wealth Partners first reported a position in SCHG in Q2 2024 and has held it in 5 quarters since. 1,275 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Precedent Wealth Partners held 44,835 shares of Schwab US Large-Cap Growth ETF worth $1.61M as of Q3 2026.
Precedent Wealth Partners bought 36,061 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $1.26M.
Schwab US Large-Cap Growth ETF made up 0.25% of Precedent Wealth Partners's portfolio in Q3 2026, its #104 holding.
Precedent Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 5 quarters since.
1,275 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.