CPA
SCHB icon

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

Cathy Pareto & Associates’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.18M Buy
109,888
+360
+0.3% +$10.1K 1.87% 17
2026
Q1 		$2.75M Sell
109,528
-1,312
-1% -$34.4K 1.85% 18
2025
Q4 		$2.91M Sell
110,840
-697
-0.6% -$18.1K 2.02% 16
2025
Q3 		$2.87M Sell
111,537
-4,817
-4% -$119K 2.16% 15
2025
Q2 		$2.77M Buy
116,354
+9,351
+9% +$206K 2.29% 15
2025
Q1 		$2.3M Sell
107,003
-10,766
-9% -$245K 2.04% 16
2024
Q4 		$2.67M Buy
+117,769
New +$2.69M 2.46% 15

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Cathy Pareto & Associates increased its Schwab US Broad Market ETF (SCHB) stake by 0.33% in Q2 2026, buying an estimated $10.1K and bringing the position to 109,888 shares worth $3.18M. The position accounts for 1.87% of the portfolio, ranked #17.

Cathy Pareto & Associates first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Cathy Pareto & Associates held 109,888 shares of Schwab US Broad Market ETF worth $3.18M as of Q2 2026.
  • Cathy Pareto & Associates bought 360 Schwab US Broad Market ETF shares in Q2 2026, an estimated $10.1K.
  • Schwab US Broad Market ETF made up 1.87% of Cathy Pareto & Associates's portfolio in Q2 2026, its #17 holding.
  • Cathy Pareto & Associates first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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