Rialto Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.89M	Sell	121,377 -2,015	-2%	-$48K	0.81%	27
2025 Q1	$2.66M	Sell	123,392 -4,554	-4%	-$98K	0.83%	28
2024 Q4	$2.9M	Buy	+127,946	New	+$2.9M	0.96%	27