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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.35M	Buy	215,652 +29,166	+16%	+$833K	3.72%	7
2026 Q1	$4.78M	Buy	186,486 +14,536	+8%	+$390K	3.21%	9
2025 Q4	$4.63M	Buy	171,950 +1,172	+0.7%	+$31.3K	3.21%	11
2025 Q3	$4.5M	Sell	170,778 -46	-0%	-$1.17K	3.39%	11
2025 Q2	$4.17M	Buy	170,824 +6,318	+4%	+$143K	3.45%	10
2025 Q1	$3.63M	Sell	164,506 -5,128	-3%	-$119K	3.21%	11
2024 Q4	$3.93M	Buy	+169,634	New	+$3.95M	3.61%	9

Other funds holding SCHX

SFG

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

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

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

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

Cathy Pareto & Associates increased its Schwab US Large- Cap ETF (SCHX) stake by 16% in Q2 2026, buying an estimated $833K and bringing the position to 215,652 shares worth $6.35M. The position accounts for 3.72% of the portfolio, ranked #7.

Cathy Pareto & Associates first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 468 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Cathy Pareto & Associates held 215,652 shares of Schwab US Large- Cap ETF worth $6.35M as of Q2 2026.
Cathy Pareto & Associates bought 29,166 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $833K.
Schwab US Large- Cap ETF made up 3.72% of Cathy Pareto & Associates's portfolio in Q2 2026, its #7 holding.
Cathy Pareto & Associates first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
468 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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