Peterson Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Peterson Wealth Advisors, LLC
- $603 Million
- Q4 2025
A detailed history of Peterson Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 6,685 shares of SCHE stock, worth $226,019. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,685
Previous 9,824
31.95%
Holding current value
$226,019
Previous $327,000
30.89%
% of portfolio
0.04%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding SCHE
# of Institutions
898Shares Held
156MCall Options Held
18.3KPut Options Held
0-
Creative Planning Overland Park, KS19.1MShares$647 Million0.49% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA16.7MShares$565 Million1.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.4MShares$353 Million0.41% of portfolio
-
Us Bancorp \De\6.51MShares$220 Million0.26% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.71MShares$125 Million4.27% of portfolio