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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.17M	Buy	170,824 +6,318	+4%	+$154K	3.45%	10
2025 Q1	$3.63M	Sell	164,506 -5,128	-3%	-$113K	3.21%	11
2024 Q4	$3.93M	Buy	+169,634	New	+$3.93M	3.61%	9