Pegasus Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $746K | Hold |
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|
2024
Q2 | $699K | Hold |
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|
2024
Q1 | $731K | Hold |
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|
2023
Q4 | $676K | Hold |
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|
2023
Q3 | $608K | Hold |
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|
2023
Q2 | $638K | Hold |
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|
2023
Q1 | $609K | Hold |
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|
2022
Q4 | $589K | Hold |
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|
2022
Q3 | $544K | Buy |
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|
2022
Q2 | $504K | Buy |
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|
2022
Q1 | $448K | Hold |
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|
2021
Q4 | $475K | Hold |
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|
2021
Q3 | $452K | Hold |
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|
2021
Q2 | $462K | Hold |
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|
2021
Q1 | $439K | Buy |
|