CPA
SCHM icon

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.02M Buy
178,864
+6,616
+4% +$186K 4.15% 6
2025
Q1 		$4.51M Sell
172,248
-13,523
-7% -$354K 3.99% 6
2024
Q4 		$5.15M Buy
+185,771
New +$5.15M 4.73% 4