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 192,841 shares of SCHV stock, worth $5.4 Million. This represents 4.41% of its overall portfolio holdings.

Number of Shares
192,841
Previous 181,643 6.16%
Holding current value
$5.4 Million
Previous $4.83 Billion 10.52%
% of portfolio
4.41%
Previous 4.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025

BUY
$23.55 - $27.67 $263,712 - $309,848
11,198 Added 6.16%
192,841 $5.34 Billion
Q1 2025

Apr 10, 2025

BUY
$25.77 - $27.6 $11,544 - $12,364
448 Added 0.25%
181,643 $4.83 Billion
Q4 2024

Jan 22, 2025

BUY
$25.79 - $80.4 $4.67 Million - $14.6 Million
181,195 New
181,195 $4.72 Billion

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Cathy Pareto & Associates, Inc Portfolio

Follow Cathy Pareto & Associates, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cathy Pareto & Associates, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cathy Pareto & Associates, Inc with notifications on news.