Cathy Pareto & Associates, Inc Schwab Strategic Tr Us Broad M Transaction History
Cathy Pareto & Associates, Inc
- $109 Billion
- Q4 2024
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 117,769 shares of SCHB stock, worth $2.76 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
117,769Holding current value
$2.76 Million% of portfolio
2.46%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,185Shares Held
204MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$483 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$210 Million19.23% of portfolio
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Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
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Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio
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Summit Financial Strategies, Inc.4.05MShares$95 Million11.0% of portfolio