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Peterson Wealth Advisors, LLC
> SCHM
Date | Name | Ticker | Shares | Change | Value | Change | Price |
09/30/2023 | SCHWAB STRATEGIC TRUST | SCHM | 66,466 | 3,500 | 4,498,404,000 | 12,056,000 | $67,679.78 |
06/30/2023 | SCHWAB STRATEGIC TRUST | SCHM | 62,966 | 854 | 4,486,348,000 | 272,062,000 | $71,250.33 |
03/31/2023 | SCHWAB STRATEGIC TRUST | SCHM | 62,112 | 11,141 | 4,214,286,000 | 4,211,201,000 | $67,849.79 |
09/30/2022 | SCHWAB STRATEGIC TRUST | SCHM | 50,971 | 20,707 | 3,085,000 | 1,187,000 | $60.52 |
06/30/2022 | SCHWAB STRATEGIC TRUST | SCHM | 30,264 | 2,093 | 1,898,000 | -239,000 | $62.71 |
03/31/2022 | SCHWAB STRATEGIC TRUST | SCHM | 28,171 | -62 | 2,137,000 | -134,000 | $75.86 |
12/31/2021 | SCHWAB STRATEGIC TRUST | SCHM | 28,233 | -430 | 2,271,000 | 74,000 | $80.44 |
09/30/2021 | SCHWAB STRATEGIC TRUST | SCHM | 28,663 | 1,295 | 2,197,000 | 55,000 | $76.65 |
06/30/2021 | SCHWAB STRATEGIC TRUST | SCHM | 27,368 | -1,203 | 2,142,000 | 194,000 | $78.27 |
12/31/2020 | SCHWAB STRATEGIC TRUST | SCHM | 28,571 | -5 | 1,948,000 | 363,000 | $68.18 |
09/30/2020 | SCHWAB STRATEGIC TRUST | SCHM | 28,576 | -67 | 1,585,000 | 78,000 | $55.47 |
06/30/2020 | SCHWAB STRATEGIC TRUST | SCHM | 28,643 | 15,409 | 1,507,000 | 949,000 | $52.61 |
03/31/2020 | SCHWAB STRATEGIC TRUST | SCHM | 13,234 | 13,234 | 558,000 | 558,000 | $42.16 |
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