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

Peterson Wealth Management’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
Q1 		$294K Hold
13,320
– – 0.2% 46
2024
Q4 		$309K Hold
13,320
– – 0.18% 42
2024
Q3 		$301K Hold
13,320
– – 0.19% 43
2024
Q2 		$285K Hold
13,320
– – 0.18% 48
2024
Q1 		$276K Buy
+13,320
New +$276K 0.2% 50