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Peterson Wealth Advisors, LLC: SCHM position timeline

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

Peterson Wealth Advisors, LLC held 213,466 SCHM 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 213,466 shares
    Change vs previous 13F -2,772 shares

    0.84% of the 13F portfolio, value $7,262,111.

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

  2. period ended2026-06-30
    13F 216,238 shares
    Change vs previous 13F -3,056 shares

    0.94% of the 13F portfolio, value $7,972,687.

    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 219,294 shares
    Change vs previous 13F -15,013 shares

    0.9% of the 13F portfolio, value $6,789,332.

    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 234,307 shares
    Change vs previous 13F -178 shares

    0.94% of the 13F portfolio, value $7,045,599.

    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 234,485 shares
    Change vs previous 13F -1,871 shares

    1.04% of the 13F portfolio, value $6,975,916.

    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 236,356 shares
    Change vs previous 13F +6,305 shares

    1.09% of the 13F portfolio, value $6,629,781.

    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 230,051 shares
    Change vs previous 13F +45,984 shares

    1.04% of the 13F portfolio, value $5,394,698.

    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 184,067 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $5,161,239.

    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).