Peterson Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Peterson Wealth Advisors, LLC
- $480 Million
- Q3 2024
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 3,710 shares of SCHX stock, worth $86,814. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,710Holding current value
$86,814% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$599 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
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Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio