Peterson Wealth Management Schwab Strategic Tr Us Large C Transaction History

Peterson Wealth Management

  • $141 Million
  • Q3 2025

A detailed history of Peterson Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Peterson Wealth Management holds 13,357 shares of SCHX stock, worth $354,494. This represents 0.25% of its overall portfolio holdings.

Number of Shares
13,357
Previous 13,320 0.28%
Holding current value
$354,494
Previous $325,000 8.0%
% of portfolio
0.25%
Previous 0.19%

Shares

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

Dec 17, 2025
BUY
$24.46 - $26.5 $905 - $980
37 Added 0.28%
13,357 $351,000
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $198,912 - $606,326
8,880 Added 200.0%
13,320 $308,000
Q1 2024

May 15, 2024
BUY
$55.41 - $62.08 $246,020 - $275,635
4,440 New
4,440 $275,000

Others Institutions Holding SCHX

# of Institutions
1,631
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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