Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$384,120
-$3,453 QoQ
Shares Held
4,163
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,619
of 2,304 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Peterson Wealth Services holds $1,444,408 across 3 Capital Markets names. SCHW ranks #2 (26.6% of the industry book) .
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,120 | 4,163 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $387,573 | 4,124 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $345,388 | 3,457 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $167,358 | 1,753 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $302,916 | 3,320 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $286,191 | 3,656 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $280,497 | 3,790 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $244,398 | 3,771 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $473,344 | 6,880 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $266,923 | 4,862 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $250,128 | 4,413 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||