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

Cathy Pareto & Associates, Inc

  • $113 Billion
  • Q1 2025

A detailed history of Cathy Pareto & Associates, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cathy Pareto & Associates, Inc holds 64,821 shares of SCHD stock, worth $1.66 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
64,821
Previous 70,266 7.75%
Holding current value
$1.66 Million
Previous $1.92 Billion 5.59%
% of portfolio
1.6%
Previous 1.76%

Shares

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

Apr 10, 2025
SELL
$27.01 - $28.54 $147,069 - $155,400
-5,445 Reduced 7.75%
64,821 $1.81 Billion
Q4 2024

Jan 22, 2025
BUY
$26.93 - $84.95 $1.89 Million - $5.97 Million
70,266 New
70,266 $1.92 Billion

Others Institutions Holding SCHD

# of Institutions
1,967
Shares Held
851M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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