A detailed history of Cathy Pareto & Associates, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cathy Pareto & Associates, Inc holds 10,057 shares of SCHA stock, worth $275,863. This represents 0.21% of its overall portfolio holdings.

Number of Shares
10,057
Previous 10,118 0.6%
Holding current value
$275,863
Previous $256 Million 9.62%
% of portfolio
0.21%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

SELL
$25.29 - $28.33 $1,542 - $1,728
-61 Reduced 0.6%
10,057 $281 Million
Q2 2025

Jul 14, 2025

BUY
$20.42 - $25.3 $206,609 - $255,985
10,118 New
10,118 $256 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Cathy Pareto & Associates, Inc Portfolio

Follow Cathy Pareto & Associates, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cathy Pareto & Associates, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cathy Pareto & Associates, Inc with notifications on news.