Cathy Pareto & Associates, Inc Schwab Strategic Tr Us Large C Transaction History

Cathy Pareto & Associates, Inc

  • $113 Billion
  • Q1 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 164,506 shares of SCHX stock, worth $3.58 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares
164,506
Previous 169,634 3.02%
Holding current value
$3.58 Million
Previous $3.93 Billion 7.63%
% of portfolio
3.21%
Previous 3.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$21.75 - $24.28 $111,534 - $124,507
-5,128 Reduced 3.02%
164,506 $3.63 Billion
Q4 2024

Jan 22, 2025
BUY
$22.4 - $68.28 $3.8 Million - $11.6 Million
169,634 New
169,634 $3.93 Billion

Others Institutions Holding SCHX

# of Institutions
1,480
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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.

Choose your preferred platform and Sign Up 👇 Telegram Email