Cathy Pareto & Associates, Inc Schwab Strategic Tr Us Large C Call Options Transaction History
Cathy Pareto & Associates, Inc
- $121 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHX
# of Institutions
1,536Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\206MShares$5.2 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.06 Billion1.72% of portfolio
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Sei Investments CO Oaks, PA34.8MShares$877 Million1.02% of portfolio
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Hbk Sorce Advisory LLC Erie, PA33.5MShares$845 Million29.75% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$787 Million9.64% of portfolio