Pegasus Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $224K | Sell |
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|
2024
Q3 | $450K | Sell |
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|
2024
Q2 | $433K | Sell |
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|
2024
Q1 | $473K | Sell |
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|
2023
Q4 | $431K | Sell |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $496K | Buy |
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|
2023
Q1 | $371K | Sell |
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|
2022
Q4 | $348K | Sell |
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|
2022
Q3 | $347K | Sell |
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|
2022
Q2 | $446K | Buy |
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|
2022
Q1 | $526K | Sell |
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|
2021
Q4 | $557K | Buy |
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|
2021
Q3 | $504K | Buy |
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|
2021
Q2 | $480K | Sell |
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|
2021
Q1 | $452K | Buy |
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|
2020
Q4 | $418K | Hold |
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|
2020
Q3 | $370K | Sell |
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|
2020
Q2 | $386K | Buy |
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|
2020
Q1 | $315K | Buy |
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|
2019
Q4 | $353K | Buy |
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|
2019
Q3 | $313K | Buy |
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|
2019
Q2 | $261K | Buy |
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