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CATHY PARETO & ASSOCIATES, INC: SCHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CATHY PARETO & ASSOCIATES, INC on SCHM, newest first. How the timeline and the estimate are built.

CATHY PARETO & ASSOCIATES, INC held 263,259 SCHM 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 263,259 shares
    Change vs previous 13F +18,026 shares

    5.11% of the 13F portfolio, value $8,956,104.

    13F-HR 0002045974-26-000005 filed by CATHY PARETO & ASSOCIATES, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 245,233 shares
    Change vs previous 13F +22,249 shares

    5.3% of the 13F portfolio, value $9,041,759.

    13F-HR 0002045974-26-000003 filed by CATHY PARETO & ASSOCIATES, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 222,984 shares
    Change vs previous 13F +27,482 shares

    4.63% of the 13F portfolio, value $6,903,594.

    13F-HR 0002045974-26-000002 filed by CATHY PARETO & ASSOCIATES, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 195,502 shares
    Change vs previous 13F +3,072 shares

    4.08% of the 13F portfolio, value $5,878,763.

    13F-HR 0002045974-26-000001 filed by CATHY PARETO & ASSOCIATES, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 192,430 shares
    Change vs previous 13F +13,566 shares

    4.3% of the 13F portfolio, value $5,703,634.

    13F-HR 0002045974-25-000002 filed by CATHY PARETO & ASSOCIATES, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 178,864 shares
    Change vs previous 13F +6,616 shares

    4.15% of the 13F portfolio, value $5,017,150.

    13F-HR 0001085146-25-003778 filed by CATHY PARETO & ASSOCIATES, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 172,248 shares
    Change vs previous 13F -13,523 shares

    3.99% of the 13F portfolio, value $4,512,895.

    13F-HR 0001085146-25-002000 filed by CATHY PARETO & ASSOCIATES, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 185,771 shares
    Change vs previous 13F not available

    4.73% of the 13F portfolio, value $5,147,709.

    13F-HR 0001085146-25-000400 filed by CATHY PARETO & ASSOCIATES, INC
    Filed (acceptance time not in the bulk data set), ingested

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