Pegasus Asset Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Pegasus Asset Management, Inc.
- $330 Million
- Q3 2024
A detailed history of Pegasus Asset Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pegasus Asset Management, Inc. holds 2,468 shares of SCHG stock, worth $67,623. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,468
Previous 2,468
-0.0%
Holding current value
$67,623
Previous $248,000
3.63%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$308 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$300 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$262 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$133 Million5.48% of portfolio