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Peterson Wealth Advisors, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peterson Wealth Advisors, LLC on SCHA, newest first. How the timeline and the estimate are built.

Peterson Wealth Advisors, LLC held 27,964 SCHA shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,964 shares
    Change vs previous 13F -2,269 shares

    0.11% of the 13F portfolio, value $912,459.

    13F-HR 0002085853-26-001111 filed by Peterson Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,233 shares
    Change vs previous 13F -5,039 shares

    0.13% of the 13F portfolio, value $1,092,311.

    13F-HR 0002085853-26-000972 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 35,272 shares
    Change vs previous 13F -840 shares

    0.14% of the 13F portfolio, value $1,025,719.

    13F-HR 0002085853-26-000306 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 36,112 shares
    Change vs previous 13F -5,450 shares

    0.14% of the 13F portfolio, value $1,028,456.

    13F-HR 0002085853-26-000021 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 41,562 shares
    Change vs previous 13F -2,309 shares

    0.17% of the 13F portfolio, value $1,163,320.

    13F-HR 0002085853-25-000042 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 43,871 shares
    Change vs previous 13F +1,443 shares

    0.18% of the 13F portfolio, value $1,109,948.

    13F-HR 0001667731-25-000728 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 42,428 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $890,135.

    13F-HR 0001667731-25-000558 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).