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

Peterson Wealth Advisors, LLC

  • $603 Million
  • Q4 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 36,112 shares of SCHA stock, worth $990,552. This represents 0.16% of its overall portfolio holdings.

Number of Shares
36,112
Previous 41,562 13.11%
Holding current value
$990,552
Previous $1.16 Million 14.58%
% of portfolio
0.16%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$27.17 - $28.65 $148,076 - $156,142
-5,450 Reduced 13.11%
36,112 $990,000
Q3 2025

Oct 09, 2025
SELL
$25.29 - $28.33 $58,394 - $65,413
-2,309 Reduced 5.26%
41,562 $1.16 Million
Q2 2025

Jul 07, 2025
BUY
$20.42 - $25.3 $29,466 - $36,507
1,443 Added 3.4%
43,871 $1.11 Million
Q1 2025

Apr 30, 2025
BUY
$23.16 - $27.04 $982,632 - $1.15 Million
42,428 New
42,428 $994,000

Others Institutions Holding SCHA

# of Institutions
1,328
Shares Held
260M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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