Cathy Pareto & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.04M	Buy	245,233 +22,249	+10%	+$766K	5.3%	4
2026 Q1	$6.9M	Buy	222,984 +27,482	+14%	+$875K	4.63%	4
2025 Q4	$5.88M	Buy	195,502 +3,072	+2%	+$91.6K	4.08%	6
2025 Q3	$5.7M	Buy	192,430 +13,566	+8%	+$395K	4.3%	6
2025 Q2	$5.02M	Buy	178,864 +6,616	+4%	+$175K	4.15%	6
2025 Q1	$4.51M	Sell	172,248 -13,523	-7%	-$377K	3.99%	6
2024 Q4	$5.15M	Buy	+185,771	New	+$5.29M	4.73%	4

Other funds holding SCHM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

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

Cathy Pareto & Associates increased its Schwab US Mid-Cap ETF (SCHM) stake by 10% in Q2 2026, buying an estimated $766K and bringing the position to 245,233 shares worth $9.04M. The position accounts for 5.3% of the portfolio, ranked #4.

Cathy Pareto & Associates first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 285 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Cathy Pareto & Associates held 245,233 shares of Schwab US Mid-Cap ETF worth $9.04M as of Q2 2026.
Cathy Pareto & Associates bought 22,249 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $766K.
Schwab US Mid-Cap ETF made up 5.3% of Cathy Pareto & Associates's portfolio in Q2 2026, its #4 holding.
Cathy Pareto & Associates first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
285 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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