Peterson Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Peterson Wealth Advisors, LLC
- $527 Million
- Q2 2025
A detailed history of Peterson Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 236,356 shares of SCHM stock, worth $6.71 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
236,356
Previous 230,051
2.74%
Holding current value
$6.71 Million
Previous $6.03 Million
9.99%
% of portfolio
1.26%
Previous 1.24%
Shares
22 transactions
Others Institutions Holding SCHM
# of Institutions
1,006Shares Held
284MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.67 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$821 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$285 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$252 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$233 Million0.18% of portfolio