Cathy Pareto & Associates, Inc Schwab Strategic Tr Us Dividen Transaction History
Cathy Pareto & Associates, Inc
- $109 Billion
- Q4 2024
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 70,266 shares of SCHD stock, worth $1.98 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
70,266Holding current value
$1.98 Million% of portfolio
1.76%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,786Shares Held
340MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$325 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$312 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$261 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$240 Million4.81% of portfolio