Cathy Pareto & Associates, Inc Schwab Strategic Tr Us Large C Transaction History
Cathy Pareto & Associates, Inc
- $109 Billion
- Q4 2024
A detailed history of Cathy Pareto & Associates, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cathy Pareto & Associates, Inc holds 181,195 shares of SCHV stock, worth $4.93 Million. This represents 4.34% of its overall portfolio holdings.
Number of Shares
181,195Holding current value
$4.93 Million% of portfolio
4.34%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
844Shares Held
135MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$530 Million3.21% of portfolio
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Sei Investments CO Oaks, PA12.1MShares$330 Million1.3% of portfolio
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Mather Group, Llc. Chicago, IL10.7MShares$292 Million11.15% of portfolio
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Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio