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

Peterson Wealth Advisors, LLC

  • $482 Million
  • Q4 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 11,384 shares of SCHX stock, worth $271,736. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,384
Previous 3,710 206.85%
Holding current value
$271,736
Previous $251,000 4.78%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,380
Shares Held
496M
Call Options Held
34.3K
Put Options Held
1.2K
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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