Cathy Pareto & Associates, Inc Schwab Strategic Tr Us Broad M Transaction History
Cathy Pareto & Associates, Inc
- $113 Billion
- Q1 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 107,003 shares of SCHB stock, worth $2.27 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
107,003
Previous 117,769
9.14%
Holding current value
$2.27 Million
Previous $2.67 Billion
13.82%
% of portfolio
2.04%
Previous 2.46%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,270Shares Held
478MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.28 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$377 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$253 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$216 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$198 Million13.85% of portfolio