Cathy Pareto & Associates, Inc Schwab Strategic U.S. Mid Cap Transaction History

Cathy Pareto & Associates, Inc

  • $121 Billion
  • Q2 2025

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 178,864 shares of SCHM stock, worth $5.07 Million. This represents 4.15% of its overall portfolio holdings.

Number of Shares
178,864
Previous 172,248 3.84%
Holding current value
$5.07 Million
Previous $4.51 Billion 11.17%
% of portfolio
4.15%
Previous 3.99%

Shares

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

Jul 14, 2025
BUY
$22.92 - $28.05 $151,638 - $185,578
6,616 Added 3.84%
178,864 $5.02 Billion
Q1 2025

Apr 10, 2025
SELL
$25.58 - $29.24 $345,918 - $395,412
-13,523 Reduced 7.28%
172,248 $4.51 Billion
Q4 2024

Jan 22, 2025
BUY
$27.54 - $83.04 $5.12 Million - $15.4 Million
185,771 New
185,771 $5.15 Billion

Others Institutions Holding SCHM

# of Institutions
1,022
Shares Held
284M
Call Options Held
45.7K
Put Options Held
5.3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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