Rialto Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.68M	Sell	46,430 -1,905	-4%	-$68K	0.33%	59
2026 Q1	$1.59M	Buy	48,335 +256	+0.5%	+$8.74K	0.36%	56
2025 Q4	$1.57M	Buy	48,079 +4,471	+10%	+$149K	0.38%	52
2025 Q3	$1.46M	Sell	43,608 -5,615	-11%	-$177K	0.38%	55
2025 Q2	$1.48M	Buy	49,223 +5	+0%	+$142	0.41%	59
2025 Q1	$1.36M	Sell	49,218 -1,686	-3%	-$46.1K	0.43%	58
2024 Q4	$1.36M	Buy	+50,904	New	+$1.44M	0.45%	54

Other funds holding SCHE

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

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

Rialto Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.9% in Q2 2026, selling an estimated $68K and leaving 46,430 shares worth $1.68M. The position accounts for 0.33% of the portfolio, ranked #59.

Rialto Wealth Management first reported a position in SCHE in Q4 2024 and has held it in 7 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Rialto Wealth Management held 46,430 shares of Schwab Emerging Markets Equity ETF worth $1.68M as of Q2 2026.
Rialto Wealth Management sold 1,905 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $68K.
Schwab Emerging Markets Equity ETF made up 0.33% of Rialto Wealth Management's portfolio in Q2 2026, its #59 holding.
Rialto Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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