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 Q2	$702K	Sell	19,425 -1,459	-7%	-$48.2K	0.14%	95
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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Rialto Wealth Management's SCHA Position: Q2 2026 in Review

Rialto Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 7% in Q2 2026, selling an estimated $48.2K and leaving 19,425 shares worth $702K. The position accounts for 0.14% of the portfolio, ranked #95.

Rialto Wealth Management first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,349 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Rialto Wealth Management held 19,425 shares of Schwab U.S Small- Cap ETF worth $702K as of Q2 2026.
Rialto Wealth Management sold 1,459 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $48.2K.
Schwab U.S Small- Cap ETF made up 0.14% of Rialto Wealth Management's portfolio in Q2 2026, its #95 holding.
Rialto Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,349 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.