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Peterson Wealth Advisors, LLC: SCHG position timeline

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

Peterson Wealth Advisors, LLC held 35,621 SCHG 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 35,621 shares
    Change vs previous 13F -208 shares

    0.15% of the 13F portfolio, value $1,279,878.

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

  2. period ended2026-06-30
    13F 35,829 shares
    Change vs previous 13F +231 shares

    0.14% of the 13F portfolio, value $1,212,440.

    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 35,598 shares
    Change vs previous 13F +717 shares

    0.14% of the 13F portfolio, value $1,036,967.

    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 34,881 shares
    Change vs previous 13F +10,835 shares

    0.15% of the 13F portfolio, value $1,137,806.

    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 24,046 shares
    Change vs previous 13F +954 shares

    0.12% of the 13F portfolio, value $773,547.

    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 23,092 shares
    Change vs previous 13F -135 shares

    0.11% of the 13F portfolio, value $674,507.

    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 23,227 shares
    Change vs previous 13F +11,426 shares

    0.1% of the 13F portfolio, value $524,920.

    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).

  8. period ended2024-12-31
    13F 11,801 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $334,191.

    13F-HR 0001667731-25-000049 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).