Cathy Pareto & Associates, Inc Schwab Strategic Tr Us Broad M Transaction History

Cathy Pareto & Associates, Inc

  • $121 Billion
  • Q2 2025

A detailed history of Cathy Pareto & Associates, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cathy Pareto & Associates, Inc holds 116,354 shares of SCHB stock, worth $3.01 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares
116,354
Previous 107,003 8.74%
Holding current value
$3.01 Million
Previous $2.3 Billion 20.36%
% of portfolio
2.29%
Previous 2.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$19.1 - $23.83 $178,604 - $222,834
9,351 Added 8.74%
116,354 $2.77 Billion
Q1 2025

Apr 10, 2025
SELL
$21.23 - $23.75 $228,562 - $255,692
-10,766 Reduced 9.14%
107,003 $2.3 Billion
Q4 2024

Jan 22, 2025
BUY
$22.01 - $66.82 $2.59 Million - $7.87 Million
117,769 New
117,769 $2.67 Billion

Others Institutions Holding SCHB

# of Institutions
1,350
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
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More about SCHB
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