Pegasus Partners Ltd. Schwab Strategic U.S. Mid Cap Transaction History
Pegasus Partners Ltd.
- $1.07 Billion
- Q3 2024
A detailed history of Pegasus Partners Ltd. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pegasus Partners Ltd. holds 8,980 shares of SCHM stock, worth $258,175. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,980
Previous 8,980
-0.0%
Holding current value
$258,175
Previous $698,000
6.88%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
980Shares Held
173MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$745 Million4.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$290 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$283 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$164 Million5.7% of portfolio