Peterson Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Peterson Wealth Advisors, LLC
- $566 Million
- Q3 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 9,824 shares of SCHE stock, worth $332,149. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,824
Previous 9,795
0.3%
Holding current value
$332,149
Previous $295,000
10.85%
% of portfolio
0.06%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding SCHE
# of Institutions
893Shares 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