Cathy Pareto & Associates, Inc Schwab Strategic U.S. Mid Cap Transaction History

Cathy Pareto & Associates, Inc

  • $133 Billion
  • Q3 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 192,430 shares of SCHM stock, worth $5.61 Million. This represents 4.3% of its overall portfolio holdings.

Number of Shares
192,430
Previous 178,864 7.58%
Holding current value
$5.61 Million
Previous $5.02 Billion 13.68%
% of portfolio
4.3%
Previous 4.15%

Shares

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

Oct 23, 2025
BUY
$28.15 - $30.13 $381,882 - $408,743
13,566 Added 7.58%
192,430 $5.7 Billion
Q2 2025

Jul 14, 2025
BUY
$22.92 - $28.05 $151,638 - $185,578
6,616 Added 3.84%
178,864 $5.02 Billion
Q1 2025

Apr 10, 2025
SELL
$25.58 - $29.24 $345,918 - $395,412
-13,523 Reduced 7.28%
172,248 $4.51 Billion
Q4 2024

Jan 22, 2025
BUY
$27.54 - $83.04 $5.12 Million - $15.4 Million
185,771 New
185,771 $5.15 Billion

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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