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Schwab U S Large Cap Growth ETF shares owned by Peterson Wealth Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Peterson Wealth Advisors from 13F filings

Historical chart of Peterson Wealth Advisors investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Peterson Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Peterson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $774k 24k 32.17
2025-06-30 $675k 23k 29.21
2025-03-31 $525k 23k 22.60
2024-12-31 $334k 12k 28.32