Cathy Pareto & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.81M	Buy	68,307 +3,486	+5%	+$92.4K	1.5%	20
2025 Q1	$1.81M	Sell	64,821 -5,445	-8%	-$152K	1.6%	22
2024 Q4	$1.92M	Buy	+70,266	New	+$1.92M	1.76%	17