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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.34M	Buy	192,841 +11,198	+6%	+$310K	4.41%	5
2025 Q1	$4.83M	Buy	181,643 +448	+0.2%	+$11.9K	4.27%	5
2024 Q4	$4.72M	Buy	+181,195	New	+$4.72M	4.34%	5