SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

Peterson Wealth Advisors, LLC's Holding History (CIK: 0001713558)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 234,307 Value ($000) $7,046 Avg Close Range
Q3 2025
Shares 234,485 Value ($000) $6,976 Avg Close Range
Q2 2025
Shares 236,356 Value ($000) $6,630 Avg Close Range
Q1 2025
Shares 230,051 Value ($000) $5,395 Avg Close Range
Q4 2024
Shares 184,067 Value ($000) $5,161 Avg Close Range
Q3 2024
Shares 58,137 Value ($000) $4,831 Avg Close Range
Q2 2024
Shares 57,904 Value ($000) $4,507 Avg Close Range
Q1 2024
Shares 58,651 Value ($000) $4,776 Avg Close Range
Q4 2023
Shares 58,878 Value ($000) $4,435 Avg Close Range
Q3 2023
Shares 66,466 Value ($000) $4,498 Avg Close Range
Q2 2023
Shares 62,966 Value ($000) $4,486 Avg Close Range
Q1 2023
Shares 62,112 Value ($000) $4,214 Avg Close Range
Q4 2022
Shares 60,444 Value ($000) $3,966 Avg Close Range
Q3 2022
Shares 50,971 Value ($000) $3,085 Avg Close Range
Q2 2022
Shares 30,264 Value ($000) $1,898 Avg Close Range
Q1 2022
Shares 28,171 Value ($000) $2,137 Avg Close Range
Q4 2021
Shares 28,233 Value ($000) $2,271 Avg Close Range
Q3 2021
Shares 28,663 Value ($000) $2,197 Avg Close Range
Q2 2021
Shares 27,368 Value ($000) $2,142 Avg Close Range
Q1 2021
Shares 28,475 Value ($000) $2,119 Avg Close Range
Q4 2020
Shares 28,571 Value ($000) $1,948 Avg Close Range
Q3 2020
Shares 28,576 Value ($000) $1,585 Avg Close Range
Q2 2020
Shares 28,643 Value ($000) $1,507 Avg Close Range
Q1 2020
Shares 13,234 Value ($000) $558 Avg Close Range