CATHY PARETO & ASSOCIATES, INC: SCHX position timeline

CATHY PARETO & ASSOCIATES, INC held 227,840 SCHX 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 227,840 shares

   Change vs previous 13F +12,188 shares

   3.9% of the 13F portfolio, value $6,835,217.

   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 215,652 shares

   Change vs previous 13F +29,166 shares

   3.72% of the 13F portfolio, value $6,346,650.

   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 186,486 shares

   Change vs previous 13F +14,536 shares

   3.21% of the 13F portfolio, value $4,781,511.

   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 171,950 shares

   Change vs previous 13F +1,172 shares

   3.21% of the 13F portfolio, value $4,627,185.

   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 170,778 shares

   Change vs previous 13F -46 shares

   3.39% of the 13F portfolio, value $4,498,309.

   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 170,824 shares

   Change vs previous 13F +6,318 shares

   3.45% of the 13F portfolio, value $4,174,958.

   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 164,506 shares

   Change vs previous 13F -5,128 shares

   3.21% of the 13F portfolio, value $3,632,287.

   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 169,634 shares

   Change vs previous 13F not available

   3.61% of the 13F portfolio, value $3,932,127.

   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).