Pegasus Asset Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Pegasus Asset Management, Inc.
- $325 Million
- Q4 2024
A detailed history of Pegasus Asset Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pegasus Asset Management, Inc. holds 23,949 shares of SCHM stock, worth $634,648. This represents 0.2% of its overall portfolio holdings.
Number of Shares
23,949
Previous 9,865
142.77%
Holding current value
$634,648
Previous $819,000
19.05%
% of portfolio
0.2%
Previous 0.25%
Shares
25 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$758 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$267 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio