Peterson Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Peterson Wealth Advisors, LLC

$482 Million
Q4 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 184,067 shares of SCHM stock, worth $4.8 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

184,067

Previous 58,137 216.61%

Holding current value

$4.8 Million

Previous $4.83 Million 5.59%

% of portfolio

1.06%

Previous 1.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$27.54 - $83.04 $3.47 Million - $10.5 Million	125,930 Added 216.61%	184,067 $5.1 Million
Q3 2024 Oct 24, 2024	BUY	$75.47 - $83.18 $17,584 - $19,380	233 Added 0.4%	58,137 $4.83 Million
Q2 2024 Jul 18, 2024	SELL	$75.69 - $81.19 $56,540 - $60,648	-747 Reduced 1.27%	57,904 $4.51 Million
Q1 2024 Apr 15, 2024	SELL	$72.89 - $81.43 $16,546 - $18,484	-227 Reduced 0.39%	58,651 $4.78 Million
Q4 2023 Jan 10, 2024	SELL	$63.01 - $75.95 $478,119 - $576,308	-7,588 Reduced 11.42%	58,878 $4.43 Million
Q3 2023 Oct 05, 2023	BUY	$66.75 - $73.98 $233,625 - $258,930	3,500 Added 5.56%	66,466 $4.5 Million
Q2 2023 Jul 13, 2023	BUY	$65.29 - $71.03 $55,757 - $60,659	854 Added 1.37%	62,966 $4.47 Million
Q1 2023 Apr 06, 2023	BUY	$64.24 - $73.9 $107,152 - $123,265	1,668 Added 2.76%	62,112 $4.21 Million
Q4 2022 Jan 20, 2023	BUY	$61.05 - $69.94 $578,326 - $662,541	9,473 Added 18.59%	60,444 $0
Q3 2022 Oct 17, 2022	BUY	$60.5 - $72.51 $1.25 Million - $1.5 Million	20,707 Added 68.42%	50,971 $3.09 Million
Q2 2022 Jul 21, 2022	BUY	$60.91 - $76.4 $127,484 - $159,905	2,093 Added 7.43%	30,264 $1.9 Million
Q1 2022 Apr 21, 2022	SELL	$70.66 - $80.89 $4,380 - $5,015	-62 Reduced 0.22%	28,171 $2.14 Million
Q4 2021 Jan 25, 2022	SELL	$76.01 - $83.39 $32,684 - $35,857	-430 Reduced 1.5%	28,233 $2.27 Million
Q3 2021 Oct 21, 2021	BUY	$74.65 - $80.95 $96,671 - $104,830	1,295 Added 4.73%	28,663 $2.2 Million
Q2 2021 Aug 02, 2021	SELL	$74.64 - $79.12 $82,626 - $87,585	-1,107 Reduced 3.89%	27,368 $2.14 Million
Q1 2021 Apr 28, 2021	SELL	$67.07 - $76.85 $6,438 - $7,377	-96 Reduced 0.34%	28,475 $2.12 Million
Q4 2020 Jan 25, 2021	SELL	$55.93 - $68.45 $279 - $342	-5 Reduced 0.02%	28,571 $1.95 Million
Q3 2020 Oct 20, 2020	SELL	$51.99 - $58.83 $3,483 - $3,941	-67 Reduced 0.23%	28,576 $1.59 Million
Q2 2020 Jul 20, 2020	BUY	$39.01 - $57.03 $601,105 - $878,775	15,409 Added 116.43%	28,643 $1.51 Million
Q1 2020 Apr 21, 2020	BUY	$35.83 - $62.24 $474,174 - $823,684	13,234 New	13,234 $558,000

Others Institutions Holding SCHM

# of Institutions

1,011

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Peterson Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History