Cathy Pareto & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.77M	Buy	116,354 +9,351	+9%	+$223K	2.29%	15
2025 Q1	$2.3M	Sell	107,003 -10,766	-9%	-$232K	2.04%	16
2024 Q4	$2.67M	Buy	+117,769	New	+$2.67M	2.46%	15