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Cathy Pareto & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cathy Pareto & Associates’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$322K Sell
8,921
-737
-8% -$24.4K 0.19% 76
2026
Q1 		$281K Buy
9,658
+9
+0.1% +$270 0.19% 81
2025
Q4 		$275K Sell
9,649
-408
-4% -$11.5K 0.19% 81
2025
Q3 		$281K Sell
10,057
-61
-0.6% -$1.63K 0.21% 76
2025
Q2 		$256K Buy
+10,118
New +$239K 0.21% 78

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cathy Pareto & Associates's SCHA Position: Q2 2026 in Review

Cathy Pareto & Associates reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 7.6% in Q2 2026, selling an estimated $24.4K and leaving 8,921 shares worth $322K. The position accounts for 0.19% of the portfolio, ranked #76.

Cathy Pareto & Associates first reported a position in SCHA in Q2 2025 and has held it in 5 quarters since. 394 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Cathy Pareto & Associates held 8,921 shares of Schwab U.S Small- Cap ETF worth $322K as of Q2 2026.
  • Cathy Pareto & Associates sold 737 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $24.4K.
  • Schwab U.S Small- Cap ETF made up 0.19% of Cathy Pareto & Associates's portfolio in Q2 2026, its #76 holding.
  • Cathy Pareto & Associates first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 394 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.