Schwab U S Large Cap Growth ETF shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Precedent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $297k | 8.8k | 33.84 |
| 2024-12-31 | $219k | 7.9k | 27.87 |
| 2024-09-30 | $284k | 2.7k | 104.20 |
| 2024-06-30 | $317k | 3.1k | 100.84 |
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