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Rialto Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Rialto Wealth Management’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$436K Sell
18,420
-760
-4% -$17.7K 0.09% 117
2026
Q1 		$412K Buy
19,180
+361
+2% +$7.91K 0.09% 111
2025
Q4 		$393K Buy
18,819
+6,638
+54% +$141K 0.09% 110
2025
Q3 		$263K Sell
12,181
-426
-3% -$9.09K 0.07% 135
2025
Q2 		$267K Buy
12,607
+1,075
+9% +$22.5K 0.07% 129
2025
Q1 		$248K Buy
11,532
+36
+0.3% +$769 0.08% 134
2024
Q4 		$242K Buy
+11,496
New +$257K 0.08% 141

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Rialto Wealth Management reduced its Schwab US REIT ETF (SCHH) stake by 4% in Q2 2026, selling an estimated $17.7K and leaving 18,420 shares worth $436K. The position accounts for 0.09% of the portfolio, ranked #117.

Rialto Wealth Management first reported a position in SCHH in Q4 2024 and has held it in 7 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Rialto Wealth Management held 18,420 shares of Schwab US REIT ETF worth $436K as of Q2 2026.
  • Rialto Wealth Management sold 760 Schwab US REIT ETF shares in Q2 2026, an estimated $17.7K.
  • Schwab US REIT ETF made up 0.09% of Rialto Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Rialto Wealth Management first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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