Cathy Pareto & Associates, Inc Schwab Strategic Tr Us Large C Transaction History
Cathy Pareto & Associates, Inc
- $121 Billion
- Q2 2025
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
Others Institutions Holding SCHV
# of Institutions
964Shares Held
337MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.49 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.14 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$923 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$453 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$323 Million0.73% of portfolio