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

Cathy Pareto & Associates, Inc

  • $113 Billion
  • Q1 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 107,003 shares of SCHB stock, worth $2.27 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
107,003
Previous 117,769 9.14%
Holding current value
$2.27 Million
Previous $2.67 Billion 13.82%
% of portfolio
2.04%
Previous 2.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,271
Shares Held
483M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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