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 15,052 shares of SCHX stock, worth $399,480. This represents 0.07% of its overall portfolio holdings.

Number of Shares
15,052
Previous 14,754 2.02%
Holding current value
$399,480
Previous $360,000 10.0%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 09, 2025
BUY
$24.46 - $26.5 $7,289 - $7,897
298 Added 2.02%
15,052 $396,000
Q2 2025

Jul 07, 2025
BUY
$19.6 - $24.44 $52,077 - $64,937
2,657 Added 21.96%
14,754 $360,000
Q1 2025

Apr 30, 2025
BUY
$21.75 - $24.28 $15,507 - $17,311
713 Added 6.26%
12,097 $267,000
Q4 2024

Jan 17, 2025
BUY
$22.4 - $68.28 $171,897 - $523,980
7,674 Added 206.85%
11,384 $263,000
Q3 2024

Oct 24, 2024
BUY
$61.11 - $67.85 $226,718 - $251,723
3,710 New
3,710 $251,000

Others Institutions Holding SCHX

# of Institutions
1,633
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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