CPA
SCHV

Cathy Pareto & Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cathy Pareto & Associates’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.2M Buy
408,803
+95,846
+31% +$3.16M 8.34% 1
2026
Q1 		$9.54M Buy
312,957
+67,177
+27% +$2.09M 6.41% 1
2025
Q4 		$7.28M Buy
245,780
+43,171
+21% +$1.26M 5.05% 2
2025
Q3 		$5.9M Buy
202,609
+9,768
+5% +$278K 4.45% 4
2025
Q2 		$5.34M Buy
192,841
+11,198
+6% +$294K 4.41% 5
2025
Q1 		$4.83M Buy
181,643
+448
+0.2% +$12K 4.27% 5
2024
Q4 		$4.72M Buy
+181,195
New +$4.89M 4.34% 5

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

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

Cathy Pareto & Associates increased its Schwab US Large-Cap Value ETF (SCHV) stake by 31% in Q2 2026, buying an estimated $3.16M and bringing the position to 408,803 shares worth $14.2M. The position accounts for 8.34% of the portfolio, ranked #1.

Cathy Pareto & Associates first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 278 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Cathy Pareto & Associates held 408,803 shares of Schwab US Large-Cap Value ETF worth $14.2M as of Q2 2026.
  • Cathy Pareto & Associates bought 95,846 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $3.16M.
  • Schwab US Large-Cap Value ETF made up 8.34% of Cathy Pareto & Associates's portfolio in Q2 2026, its #1 holding.
  • Cathy Pareto & Associates first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 278 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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