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Disclosery

Peterson Wealth Services: SCHW position timeline

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

Peterson Wealth Services held 4,163 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,163 shares
    Change vs previous 13F +39 shares

    0.08% of the 13F portfolio, value $384,087.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 4,124 shares
    Change vs previous 13F +667 shares

    0.1% of the 13F portfolio, value $387,577.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,457 shares
    Change vs previous 13F +1,704 shares

    0.09% of the 13F portfolio, value $345,436.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,753 shares
    Change vs previous 13F -1,567 shares

    0.09% of the 13F portfolio, value $329,921.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,320 shares
    Change vs previous 13F -336 shares

    0.08% of the 13F portfolio, value $302,918.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,656 shares
    Change vs previous 13F -134 shares

    0.09% of the 13F portfolio, value $286,218.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,790 shares
    Change vs previous 13F +19 shares

    0.08% of the 13F portfolio, value $280,486.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,771 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $244,378.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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