Cathy Pareto & Associates »

Schwab Strategic Tr us dividend eq shares owned by Cathy Pareto & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Cathy Pareto & Associates from 13F filings

Historical chart of Cathy Pareto & Associates investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Cathy Pareto & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Cathy Pareto & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 69k 27.30
2025-06-30 $1.8M 68k 26.50
2025-03-31 $1.8M 65k 27.96

More positions owned by Cathy Pareto & Associates

Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Wisdomtree Tr European Opportu (OPPE)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Inf Tech Etf (VGT)
Wisdomtree Tr Europe Hedged Eq (HEDJ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Cathy Pareto & Associates

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq