Schwab U S Broad Market ETF shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Precedent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $374k | 15k | 25.71 |
| 2025-06-30 | $346k | 15k | 23.83 |
| 2025-03-31 | $313k | 15k | 21.53 |
| 2024-12-31 | $344k | 15k | 22.70 |
| 2024-09-30 | $336k | 5.1k | 66.53 |
| 2024-06-30 | $250k | 4.0k | 62.87 |
| 2024-03-31 | $243k | 4.0k | 61.05 |
| 2023-12-31 | $221k | 4.0k | 55.67 |