Peterson Wealth Advisors, LLC SCHA — SCHWAB STRATEGIC TR

Ownership history in Peterson Wealth Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Peterson Wealth Advisors, LLC reported SCHWAB STRATEGIC TR (SCHA) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.18% in 2025 Q2. The latest visible filing shows SCHA at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Peterson Wealth Advisors, LLC's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHA was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHA stock page Peterson Wealth Advisors, LLC fund profile Peterson Wealth Advisors, LLC full holdings
How Peterson Wealth Advisors, LLC held SCHA — position size vs. price
% of Fund (quarterly)    SCHA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 35,272 -840 -2.3% 0.14% $1.0M 2026-04-09 $30.82
2025 Q4 REDUCED 13.1% +2.2% ❌ 36,112 -5,450 -13.1% 0.14% $1.0M 2026-01-09 $30.07
2025 Q3 REDUCED 5.3% +4.1% ❌ 41,562 -2,309 -5.3% 0.17% $1.2M 2025-10-09 $27.88
2025 Q2 ADDED — — — 43,871 +1,443 +3.4% 0.18% $1.1M 2025-07-07 $25.50
2025 Q1 INITIATED — — — 42,428 — — 0.17% $890K 2025-04-30 $22.55

🏢 Other funds also holding SCHA

As of 2026 Q1 — sorted by position size

93 Financial Group, LLC 20.86% SIMS INVESTMENT MANAGEMENT, LLC 18.54% White & Co Financial Planning Inc 14.89% ZynergyRetirementPlanningLLC 10.05% FIDELIS iM, LLC 3Y 9.33% Golden Reserve Retirement LLC 9.0% Mokosak Advisory Group, LLC 3Y 7Y 8.71% ForthRight Wealth Management, LLC 3Y 7.87% Arnold Financial Planning LLC 7.4% Joule Financial, LLC 3Y 6.75%

FAQ About Peterson Wealth Advisors, LLC and SCHA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Peterson Wealth Advisors, LLC reported owning SCHA?

Peterson Wealth Advisors, LLC reported SCHA across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SCHA position in Peterson Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for SCHA was 0.18% in 2025 Q2.

What is the latest reported SCHA position on this page?

The most recent filing on this page is 2026 Q1, when Peterson Wealth Advisors, LLC reported 35,272 shares, equal to 0.14% of portfolio, with an estimated market value of $1.0M.

What does the chart on this SCHA ownership page compare?

The chart compares Peterson Wealth Advisors, LLC's quarterly SCHA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Peterson Wealth Advisors, LLC time their SCHA position?

Based on 13F filing dates vs. subsequent SCHA price moves, Peterson Wealth Advisors, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on SCHA relative to SPY over the holding period was -92.3%.

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