Peterson Wealth Management »

Schwab Strategic Tr us lrg cap etf shares owned by Peterson Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Peterson Wealth Management from 13F filings

Historical chart of Peterson Wealth Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Peterson Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Peterson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $285k 4.4k 64.25
2024-03-31 $276k 4.4k 62.06

More positions owned by Peterson Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p Divid Etf (SDY)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Pepsi (PEP)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Mastercard Incorporated Cl A (MA)
Eli Lilly & Co. (LLY)
Crowdstrike Hldgs Cl A (CRWD)

View all positions for Peterson Wealth Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Creative Planning
Moneta Group Investment Advisors
Us Bancorp
Sei Investments
HBK Sorce Advisory
Sage Financial
Wealth Enhancement Advisory Services
Northwestern Mutual Wealth Management Company
HPM Partners
Envestnet Asset Management
Campbell Wealth Management
Mercer Global Advisors
Diversified
Prime Capital Investment Advisors
HighTower Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf