Cathy Pareto & Associates, Inc Schwab Strategic U.S. Mid Cap Transaction History
Cathy Pareto & Associates, Inc
- $113 Billion
- Q1 2025
A detailed history of Cathy Pareto & Associates, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cathy Pareto & Associates, Inc holds 172,248 shares of SCHM stock, worth $4.38 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
172,248
Previous 185,771
7.28%
Holding current value
$4.38 Million
Previous $5.15 Billion
12.33%
% of portfolio
3.99%
Previous 4.73%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.51 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$726 Million0.77% of portfolio
-
Horizon Financial Services, LLC11.3MShares$287 Million9.97% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$256 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$193 Million0.18% of portfolio