Peterson Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Peterson Wealth Advisors, LLC

  • $566 Million
  • Q3 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 24,046 shares of SCHG stock, worth $775,723. This represents 0.14% of its overall portfolio holdings.

Number of Shares
24,046
Previous 23,092 4.13%
Holding current value
$775,723
Previous $674,000 13.8%
% of portfolio
0.14%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$28.92 - $32.19 $27,589 - $30,709
954 Added 4.13%
24,046 $767,000
Q2 2025

Jul 07, 2025
SELL
$22.27 - $29.21 $3,006 - $3,943
-135 Reduced 0.58%
23,092 $674,000
Q1 2025

Apr 30, 2025
BUY
$24.91 - $29.02 $284,621 - $331,582
11,426 Added 96.82%
23,227 $581,000
Q4 2024

Jan 17, 2025
BUY
$25.93 - $105.3 $305,999 - $1.24 Million
11,801 New
11,801 $328,000

Others Institutions Holding SCHG

# of Institutions
1,684
Shares Held
855M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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