CATHY PARETO & ASSOCIATES, INC: SCHD position timeline

CATHY PARETO & ASSOCIATES, INC held 58,970 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 58,970 shares

   Change vs previous 13F +801 shares

   1.09% of the 13F portfolio, value $1,918,326.

   13F-HR 0002045974-26-000005 filed by CATHY PARETO & ASSOCIATES, INC
   Accepted 2026-10-15 17:23:34 UTC, ingested 2026-10-15 17:24:11 UTC

2. period ended2026-06-30

   13F 58,169 shares

   Change vs previous 13F -5,398 shares

   1.08% of the 13F portfolio, value $1,844,570.

   13F-HR 0002045974-26-000003 filed by CATHY PARETO & ASSOCIATES, INC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 63,567 shares

   Change vs previous 13F -2,627 shares

   1.31% of the 13F portfolio, value $1,950,242.

   13F-HR 0002045974-26-000002 filed by CATHY PARETO & ASSOCIATES, INC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 66,194 shares

   Change vs previous 13F -2,721 shares

   1.26% of the 13F portfolio, value $1,815,727.

   13F-HR 0002045974-26-000001 filed by CATHY PARETO & ASSOCIATES, INC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 68,915 shares

   Change vs previous 13F +608 shares

   1.42% of the 13F portfolio, value $1,881,399.

   13F-HR 0002045974-25-000002 filed by CATHY PARETO & ASSOCIATES, INC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 68,307 shares

   Change vs previous 13F +3,486 shares

   1.5% of the 13F portfolio, value $1,810,093.

   13F-HR 0001085146-25-003778 filed by CATHY PARETO & ASSOCIATES, INC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 64,821 shares

   Change vs previous 13F -5,445 shares

   1.6% of the 13F portfolio, value $1,812,403.

   13F-HR 0001085146-25-002000 filed by CATHY PARETO & ASSOCIATES, INC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 70,266 shares

   Change vs previous 13F not available

   1.76% of the 13F portfolio, value $1,919,672.

   13F-HR 0001085146-25-000400 filed by CATHY PARETO & ASSOCIATES, INC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).