Rialto Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Rialto Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$349K	Buy	10,991 +8,651	+370%	+$274K	0.07%	133
2026 Q1	$71.8K	Hold	2,340	–	–	0.02%	252
2025 Q4	$64.2K	Hold	2,340	–	–	0.02%	260
2025 Q3	$63.9K	Hold	2,340	–	–	0.02%	243
2025 Q2	$62K	Hold	2,340	–	–	0.02%	249
2025 Q1	$65.4K	Hold	2,340	–	–	0.02%	235
2024 Q4	$63.9K	Buy	+2,340	New	+$66.5K	0.02%	241

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Rialto Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 370% in Q2 2026, buying an estimated $274K and bringing the position to 10,991 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #133.

Rialto Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Rialto Wealth Management held 10,991 shares of Schwab US Dividend Equity ETF worth $349K as of Q2 2026.
Rialto Wealth Management bought 8,651 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $274K.
Schwab US Dividend Equity ETF made up 0.07% of Rialto Wealth Management's portfolio in Q2 2026, its #133 holding.
Rialto Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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