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Peterson Wealth Advisors, LLC: SCHH position timeline

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

Peterson Wealth Advisors, LLC held 49,844 SCHH 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 49,844 shares
    Change vs previous 13F -935 shares

    0.13% of the 13F portfolio, value $1,098,557.

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

  2. period ended2026-06-30
    13F 50,779 shares
    Change vs previous 13F -4,394 shares

    0.14% of the 13F portfolio, value $1,202,447.

    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 55,173 shares
    Change vs previous 13F -2,652 shares

    0.16% of the 13F portfolio, value $1,185,678.

    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 57,825 shares
    Change vs previous 13F -18,238 shares

    0.16% of the 13F portfolio, value $1,207,968.

    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 76,063 shares
    Change vs previous 13F +445 shares

    0.24% of the 13F portfolio, value $1,619,383.

    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 75,618 shares
    Change vs previous 13F +2,043 shares

    0.26% of the 13F portfolio, value $1,600,076.

    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 73,575 shares
    Change vs previous 13F -7,559 shares

    0.28% of the 13F portfolio, value $1,429,559.

    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 81,134 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,713,546.

    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).