CATHY PARETO & ASSOCIATES, INC SCHV Holdings History
CATHY PARETO & ASSOCIATES, INC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-06-30, CATHY PARETO & ASSOCIATES, INC held 192,841.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $5.34 Mil. This investment constitutes 4.41% of their stock portfolio, and CATHY PARETO & ASSOCIATES, INC now holds 0.04% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2024Q4. And since then CATHY PARETO & ASSOCIATES, INC has made 2 purchases of SCHV, at an average price of $26.96, for a total of 192,841.00 shares. Based on historical transaction data and SCHV's current price of $27.99, CATHY PARETO & ASSOCIATES, INC's estimated gain on his SCHV holdings is $198,934.85, reflecting a 3.83% gain to date.
CATHY PARETO & ASSOCIATES, INC SCHV ($27.99) Holding Chart
CATHY PARETO & ASSOCIATES, INC SCHV ($27.99) 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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