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

Cathy Pareto & Associates, Inc

  • $133 Billion
  • Q3 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 68,915 shares of SCHD stock, worth $1.88 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
68,915
Previous 68,307 0.89%
Holding current value
$1.88 Million
Previous $1.81 Billion 3.94%
% of portfolio
1.42%
Previous 1.5%

Shares

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

Oct 23, 2025
BUY
$26.38 - $27.95 $16,039 - $16,993
608 Added 0.89%
68,915 $1.88 Billion
Q2 2025

Jul 14, 2025
BUY
$24.32 - $27.87 $84,779 - $97,154
3,486 Added 5.38%
68,307 $1.81 Billion
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
2,058
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
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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