Back to SCHW-PJ
CATHY PARETO & ASSOCIATES, INC → SCHW-PJ
CATHY PARETO & ASSOCIATES, INC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
44
Latest value
$2.2M
Q3 2026
Peak value
$14.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.9M |
| Q3 2025 | $4.5M |
| Q3 2025 | $5.9M |
| Q3 2025 | $5.7M |
| Q3 2025 | $281K |
| Q3 2025 | $1.8M |
| Q3 2025 | $3.5M |
| Q3 2025 | $1.9M |
| Q4 2025 | $2.9M |
| Q4 2025 | $4.6M |
| Q4 2025 | $7.3M |
| Q4 2025 | $5.9M |
| Q4 2025 | $275K |
| Q4 2025 | $1.9M |
| Q4 2025 | $3.8M |
| Q4 2025 | $1.8M |
| Q4 2025 | $205K |
| Q1 2026 | $2.7M |
| Q1 2026 | $4.8M |
| Q1 2026 | $9.5M |
| Q1 2026 | $6.9M |
| Q1 2026 | $281K |
| Q1 2026 | $2.1M |
| Q1 2026 | $4M |
| Q1 2026 | $2M |
| Q1 2026 | $616K |
| Q2 2026 | $3.2M |
| Q2 2026 | $6.3M |
| Q2 2026 | $14.2M |
| Q2 2026 | $9M |
| Q2 2026 | $322K |
| Q2 2026 | $3.1M |
| Q2 2026 | $4.7M |
| Q2 2026 | $1.8M |
| Q2 2026 | $1.8M |
| Q3 2026 | $3.1M |
| Q3 2026 | $6.8M |
| Q3 2026 | $14.2M |
| Q3 2026 | $9M |
| Q3 2026 | $292K |
| Q3 2026 | $3.7M |
| Q3 2026 | $5.1M |
| Q3 2026 | $1.9M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 81.1K | — | — |
| Q3 2026 | $1.9M | 59.0K | — | — |
| Q3 2026 | $5.1M | 162.7K | — | — |
| Q3 2026 | $3.7M | 68.5K | — | — |
| Q3 2026 | $292K | 8.9K | — | — |
| Q3 2026 | $9M | 263.3K | — | — |
| Q3 2026 | $14.2M | 426.5K | — | — |
| Q3 2026 | $6.8M | 227.8K | — | — |
| Q3 2026 | $3.1M | 105.0K | — | — |
| Q2 2026 | $1.8M | 64.6K | — | — |
| Q2 2026 | $1.8M | 58.2K | — | — |
| Q2 2026 | $4.7M | 149.8K | — | — |
| Q2 2026 | $3.1M | 59.3K | — | — |
| Q2 2026 | $322K | 8.9K | — | — |
| Q2 2026 | $9M | 245.2K | — | — |
| Q2 2026 | $14.2M | 408.8K | — | — |
| Q2 2026 | $6.3M | 215.7K | — | — |
| Q2 2026 | $3.2M | 109.9K | — | — |
| Q1 2026 | $616K | 24.9K | — | — |
| Q1 2026 | $2M | 63.6K | — | — |
| Q1 2026 | $4M | 144.8K | — | — |
| Q1 2026 | $2.1M | 43.1K | — | — |
| Q1 2026 | $281K | 9.7K | — | — |
| Q1 2026 | $6.9M | 223.0K | — | — |
| Q1 2026 | $9.5M | 313.0K | — | — |
| Q1 2026 | $4.8M | 186.5K | — | — |
| Q1 2026 | $2.7M | 109.5K | — | — |
| Q4 2025 | $205K | 8.5K | — | — |
| Q4 2025 | $1.8M | 66.2K | — | — |
| Q4 2025 | $3.8M | 141.2K | — | — |
| Q4 2025 | $1.9M | 42.5K | — | — |
| Q4 2025 | $275K | 9.6K | — | — |
| Q4 2025 | $5.9M | 195.5K | — | — |
| Q4 2025 | $7.3M | 245.8K | — | — |
| Q4 2025 | $4.6M | 171.9K | — | — |
| Q4 2025 | $2.9M | 110.8K | — | — |
| Q3 2025 | $1.9M | 68.9K | — | — |
| Q3 2025 | $3.5M | 131.3K | — | — |
| Q3 2025 | $1.8M | 41.4K | — | — |
| Q3 2025 | $281K | 10.1K | — | — |
| Q3 2025 | $5.7M | 192.4K | — | — |
| Q3 2025 | $5.9M | 202.6K | — | — |
| Q3 2025 | $4.5M | 170.8K | — | — |
| Q3 2025 | $2.9M | 111.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B