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

Peterson Wealth Management

  • $167 Million
  • Q4 2024

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 $194,923. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,257
Previous 2,419 200.0%
Holding current value
$194,923
Previous $200,000 0.5%
% of portfolio
0.12%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,011
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Peterson Wealth Management Portfolio

Follow Peterson Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email