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Peterson Wealth Advisors, LLC: SCHO position timeline

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

Peterson Wealth Advisors, LLC held 531,181 SCHO 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 531,181 shares
    Change vs previous 13F +43,227 shares

    1.47% of the 13F portfolio, value $12,673,975.

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

  2. period ended2026-06-30
    13F 487,954 shares
    Change vs previous 13F +15,066 shares

    1.39% of the 13F portfolio, value $11,779,202.

    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 472,888 shares
    Change vs previous 13F -9,062 shares

    1.53% of the 13F portfolio, value $11,476,985.

    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 481,950 shares
    Change vs previous 13F +57,591 shares

    1.57% of the 13F portfolio, value $11,745,126.

    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 424,359 shares
    Change vs previous 13F +41,937 shares

    1.55% of the 13F portfolio, value $10,341,630.

    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 382,422 shares
    Change vs previous 13F -3,828 shares

    1.54% of the 13F portfolio, value $9,323,442.

    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 386,250 shares
    Change vs previous 13F +19,187 shares

    1.82% of the 13F portfolio, value $9,397,463.

    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 367,063 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $8,860,896.

    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).