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

Cathy Pareto & Associates, Inc

  • $121 Billion
  • Q2 2025

A detailed history of Cathy Pareto & Associates, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cathy Pareto & Associates, Inc holds 170,824 shares of SCHX stock, worth $4.52 Million. This represents 3.45% of its overall portfolio holdings.

Number of Shares
170,824
Previous 164,506 3.84%
Holding current value
$4.52 Million
Previous $3.63 Billion 14.94%
% of portfolio
3.45%
Previous 3.21%

Shares

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

Jul 14, 2025
BUY
$19.6 - $24.44 $123,832 - $154,411
6,318 Added 3.84%
170,824 $4.17 Billion
Q1 2025

Apr 10, 2025
SELL
$21.75 - $24.28 $111,534 - $124,507
-5,128 Reduced 3.02%
164,506 $3.63 Billion
Q4 2024

Jan 22, 2025
BUY
$22.4 - $68.28 $3.8 Million - $11.6 Million
169,634 New
169,634 $3.93 Billion

Others Institutions Holding SCHX

# of Institutions
1,567
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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