CATHY PARETO & ASSOCIATES, INC SCHM Holdings History
CATHY PARETO & ASSOCIATES, INC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-06-30, CATHY PARETO & ASSOCIATES, INC held 178,864.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $5.02 Mil. This investment constitutes 4.15% of their stock portfolio, and CATHY PARETO & ASSOCIATES, INC now holds 0.04% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2024Q4. And since then CATHY PARETO & ASSOCIATES, INC has made 1 purchases of SCHM, at an average price of $28.44, for a total of 192,387.00 shares. In addition, there have been 1 sales at an average price of $27.85 for 13,523.00 shares. Based on historical transaction data and SCHM's current price of $28.76, CATHY PARETO & ASSOCIATES, INC's estimated gain on his SCHM holdings is $49,882.90, reflecting a 0.91% gain to date.
CATHY PARETO & ASSOCIATES, INC SCHM ($28.76) Holding Chart
CATHY PARETO & ASSOCIATES, INC SCHM ($28.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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