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Rialto Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Rialto Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$607K Sell
20,884
-332
-2% -$9.95K 0.14% 97
2025
Q4 		$604K Buy
21,216
+2,895
+16% +$81.8K 0.14% 91
2025
Q3 		$511K Hold
18,321
– – 0.13% 94
2025
Q2 		$464K Buy
18,321
+15
+0.1% +$355 0.13% 96
2025
Q1 		$429K Buy
18,306
+21
+0.1% +$535 0.13% 98
2024
Q4 		$473K Buy
+18,285
New +$487K 0.16% 93

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Rialto Wealth Management's SCHA Position: Q1 2026 in Review

Rialto Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.6% in Q1 2026, selling an estimated $9.95K and leaving 20,884 shares worth $607K. The position accounts for 0.14% of the portfolio, ranked #97.

Rialto Wealth Management first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Rialto Wealth Management held 20,884 shares of Schwab U.S Small- Cap ETF worth $607K as of Q1 2026.
  • Rialto Wealth Management sold 332 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $9.95K.
  • Schwab U.S Small- Cap ETF made up 0.14% of Rialto Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Rialto Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.