Cathy Pareto & Associates, Inc Schwab Strategic U.S. Mid Cap Transaction History
Cathy Pareto & Associates, Inc
- $109 Billion
- Q4 2024
A detailed history of Cathy Pareto & Associates, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cathy Pareto & Associates, Inc holds 185,771 shares of SCHM stock, worth $4.86 Million. This represents 4.73% of its overall portfolio holdings.
Number of Shares
185,771Holding current value
$4.86 Million% of portfolio
4.73%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio