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 $260,240. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,980
Previous 8,980
-0.0%
Holding current value
$260,240
Previous $698,000
6.88%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,022Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.7 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$838 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$291 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$257 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$238 Million0.18% of portfolio