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Peterson Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Peterson Wealth Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$361K Buy
14,754
+2,657
+22% +$64.9K 0.06% 73
2025
Q1 		$241K Buy
12,097
+713
+6% +$14.2K 0.05% 80
2024
Q4 		$267K Buy
11,384
+254
+2% +$5.96K 0.05% 76
2024
Q3 		$252K Buy
+11,130
New +$252K 0.05% 74