CATHY PARETO & ASSOCIATES, INC: SCHV position timeline

CATHY PARETO & ASSOCIATES, INC held 426,467 SCHV 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 426,467 shares

   Change vs previous 13F +17,664 shares

   8.09% of the 13F portfolio, value $14,200,238.

   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 408,803 shares

   Change vs previous 13F +95,846 shares

   8.34% of the 13F portfolio, value $14,230,326.

   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 312,957 shares

   Change vs previous 13F +67,177 shares

   6.41% of the 13F portfolio, value $9,544,231.

   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 245,780 shares

   Change vs previous 13F +43,171 shares

   5.05% of the 13F portfolio, value $7,277,559.

   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 202,609 shares

   Change vs previous 13F +9,768 shares

   4.45% of the 13F portfolio, value $5,897,962.

   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 192,841 shares

   Change vs previous 13F +11,198 shares

   4.41% of the 13F portfolio, value $5,335,765.

   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 181,643 shares

   Change vs previous 13F +448 shares

   4.27% of the 13F portfolio, value $4,828,069.

   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 181,195 shares

   Change vs previous 13F not available

   4.34% of the 13F portfolio, value $4,723,756.

   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).