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

Cathy Pareto & Associates’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.84M	Sell	58,169 -5,398	-8%	-$171K	1.08%	25
2026 Q1	$1.95M	Sell	63,567 -2,627	-4%	-$79.7K	1.31%	24
2025 Q4	$1.82M	Sell	66,194 -2,721	-4%	-$74K	1.26%	26
2025 Q3	$1.88M	Buy	68,915 +608	+0.9%	+$16.6K	1.42%	20
2025 Q2	$1.81M	Buy	68,307 +3,486	+5%	+$91K	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	+$2M	1.76%	17

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

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

Cathy Pareto & Associates reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8.5% in Q2 2026, selling an estimated $171K and leaving 58,169 shares worth $1.84M. The position accounts for 1.08% of the portfolio, ranked #25.

Cathy Pareto & Associates first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.95M in Q1 2026. 560 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cathy Pareto & Associates held 58,169 shares of Schwab US Dividend Equity ETF worth $1.84M as of Q2 2026.
Cathy Pareto & Associates sold 5,398 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $171K.
Schwab US Dividend Equity ETF made up 1.08% of Cathy Pareto & Associates's portfolio in Q2 2026, its #25 holding.
Cathy Pareto & Associates first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Cathy Pareto & Associates's Schwab US Dividend Equity ETF position peaked at $1.95M in Q1 2026.
560 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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