CATHY PARETO & ASSOCIATES, INC SCHX Holdings History
CATHY PARETO & ASSOCIATES, INC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, CATHY PARETO & ASSOCIATES, INC held 170,824.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $4.17 Mil. This investment constitutes 3.45% of their stock portfolio, and CATHY PARETO & ASSOCIATES, INC now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2024Q4. And since then CATHY PARETO & ASSOCIATES, INC has made 1 purchases of SCHX, at an average price of $23.29, for a total of 175,952.00 shares. In addition, there have been 1 sales at an average price of $23.28 for 5,128.00 shares. Based on historical transaction data and SCHX's current price of $24.98, CATHY PARETO & ASSOCIATES, INC's estimated gain on his SCHX holdings is $287,057.56, reflecting a 7.00% gain to date.
CATHY PARETO & ASSOCIATES, INC SCHX ($24.98) Holding Chart
CATHY PARETO & ASSOCIATES, INC SCHX ($24.98) 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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