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

Cathy Pareto & Associates, Inc

  • $121 Billion
  • Q2 2025

A detailed history of Cathy Pareto & Associates, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cathy Pareto & Associates, Inc holds 68,307 shares of SCHD stock, worth $1.86 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
68,307
Previous 64,821 5.38%
Holding current value
$1.86 Million
Previous $1.81 Billion 0.13%
% of portfolio
1.5%
Previous 1.6%

Shares

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

Jul 14, 2025
BUY
$24.32 - $27.87 $84,779 - $97,154
3,486 Added 5.38%
68,307 $1.81 Billion
Q1 2025

Apr 10, 2025
SELL
$27.01 - $28.54 $147,069 - $155,400
-5,445 Reduced 7.75%
64,821 $1.81 Billion
Q4 2024

Jan 22, 2025
BUY
$26.93 - $84.95 $1.89 Million - $5.97 Million
70,266 New
70,266 $1.92 Billion

Others Institutions Holding SCHD

# of Institutions
2,012
Shares Held
890M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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.

Choose your preferred platform and Sign Up 👇 Telegram Email