Cathy Pareto & Associates, Inc Schwab Strategic U.S. Mid Cap Transaction History
Cathy Pareto & Associates, Inc
- $109 Billion
- Q4 2024
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 185,771 shares of SCHM stock, worth $5.43 Million. This represents 4.73% of its overall portfolio holdings.
Number of Shares
185,771Holding current value
$5.43 Million% of portfolio
4.73%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
952Shares Held
128MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$758 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$210 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$167 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$122 Million7.44% of portfolio