Cathy Pareto & Associates, Inc Schwab Fundamental U S Large C Transaction History

Cathy Pareto & Associates, Inc

  • $113 Billion
  • Q1 2025

A detailed history of Cathy Pareto & Associates, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cathy Pareto & Associates, Inc holds 132,676 shares of FNDX stock, worth $3.1 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares
132,676
Previous 95,222 39.33%
Holding current value
$3.1 Million
Previous $2.25 Billion 38.92%
% of portfolio
2.77%
Previous 2.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$23.03 - $25.01 $862,565 - $936,724
37,454 Added 39.33%
132,676 $3.13 Billion
Q4 2024

Jan 22, 2025
BUY
$23.49 - $71.77 $2.24 Million - $6.83 Million
95,222 New
95,222 $2.25 Billion

Others Institutions Holding FNDX

# of Institutions
668
Shares Held
579M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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