Peterson Wealth Services's ownership history for SCHW

Peterson Wealth Services currently holds 1.8K shares with a market value of $329.9K. It started holding SCHW on 2024-09-30. At its peak, it held 3.8K shares on 2024-12-31. Its highest holding value was $329.9K on 2025-09-30. At its lowest, it held 1.8K shares on 2025-09-30, with a value of $244.4K on 2024-09-30. In the recent 180 days, Peterson Wealth Services has decreased its shares by 1.9K. In the recent year, Peterson Wealth Services has decreased its shares by 2.0K.