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
2025 Q3	$5.7M	Buy
2025 Q2	$5.02M	Buy
2025 Q1	$4.51M	Sell
2024 Q4	$5.15M	Buy