Peterson Wealth Services
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Peterson Wealth Services’s Charles Schwab SCHW Stock Holding History

Peterson Wealth Services’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$523K Buy
5,353
+1,190
+29% +$125K 0.11% 98
2026
Q2 		$384K Buy
4,163
+39
+0.9% +$3.56K 0.08% 103
2026
Q1 		$388K Buy
4,124
+667
+19% +$65.4K 0.1% 101
2025
Q4 		$345K Buy
3,457
+1,704
+97% +$162K 0.09% 100
2025
Q3 		$330K Sell
1,753
-1,567
-47% -$149K 0.08% 105
2025
Q2 		$303K Sell
3,320
-336
-9% -$28.1K 0.08% 106
2025
Q1 		$286K Sell
3,656
-134
-4% -$10.5K 0.09% 109
2024
Q4 		$280K Buy
3,790
+19
+0.5% +$1.42K 0.08% 107
2024
Q3 		$244K Buy
+3,771
New +$248K 0.08% 111
2024
Q1 		– Sell
-6,880
Closed -$477K – 116
2023
Q4 		$477K Buy
6,880
+2,018
+42% +$117K 0.2% 63
2023
Q3 		$265K Buy
4,862
+449
+10% +$27.1K 0.2% 57
2023
Q2 		$252K Buy
+4,413
New +$231K 0.12% 84

Other funds holding SCHW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Peterson Wealth Services's SCHW Position: Q3 2026 in Review

Peterson Wealth Services increased its Charles Schwab (SCHW) stake by 29% in Q3 2026, buying an estimated $125K and bringing the position to 5,353 shares worth $523K. The position accounts for 0.11% of the portfolio, ranked #98.

Peterson Wealth Services first reported a position in SCHW in Q2 2023 and has held it in 12 quarters since. 1,444 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Peterson Wealth Services held 5,353 shares of Charles Schwab worth $523K as of Q3 2026.
  • Peterson Wealth Services bought 1,190 Charles Schwab shares in Q3 2026, an estimated $125K.
  • Charles Schwab made up 0.11% of Peterson Wealth Services's portfolio in Q3 2026, its #98 holding.
  • Peterson Wealth Services first reported a position in Charles Schwab in Q2 2023 and has held it in 12 quarters since.
  • 1,444 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.