Peterson Wealth Management Schwab Strategic U.S. Mid Cap Transaction History

Peterson Wealth Management

  • $167 Million
  • Q2 2025

A detailed history of Peterson Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Peterson Wealth Management holds 7,257 shares of SCHM stock, worth $213,863. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,257
Holding current value
$213,863
% of portfolio
0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Oct 15, 2025
BUY
$22.92 - $28.05 $166,330 - $203,558
7,257 New
7,257 $203,000
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $133,238 - $401,747
4,838 Added 200.0%
7,257 $201,000
Q3 2024

Nov 13, 2024
BUY
$75.47 - $83.18 $182,561 - $201,212
2,419 New
2,419 $200,000

Others Institutions Holding SCHM

# of Institutions
1,060
Shares Held
281M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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