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

Cathy Pareto & Associates, Inc

  • $133 Billion
  • Q3 2025

A detailed history of Cathy Pareto & Associates, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cathy Pareto & Associates, Inc holds 111,537 shares of SCHB stock, worth $2.88 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
111,537
Previous 116,354 4.14%
Holding current value
$2.88 Million
Previous $2.77 Billion 3.42%
% of portfolio
2.16%
Previous 2.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$23.82 - $25.84 $114,740 - $124,471
-4,817 Reduced 4.14%
111,537 $2.87 Billion
Q2 2025

Jul 14, 2025
BUY
$19.1 - $23.83 $178,604 - $222,834
9,351 Added 8.74%
116,354 $2.77 Billion
Q1 2025

Apr 10, 2025
SELL
$21.23 - $23.75 $228,562 - $255,692
-10,766 Reduced 9.14%
107,003 $2.3 Billion
Q4 2024

Jan 22, 2025
BUY
$22.01 - $66.82 $2.59 Million - $7.87 Million
117,769 New
117,769 $2.67 Billion

Others Institutions Holding SCHB

# of Institutions
1,378
Shares Held
501M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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