Rialto Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$938K	Sell	30,298 -3,957	-12%	-$126K	0.21%	71
2025 Q4	$1.03M	Hold	34,255	–	–	0.25%	68
2025 Q3	$1.02M	Sell	34,255 -1,394	-4%	-$40.6K	0.26%	67
2025 Q2	$1,000K	Buy	35,649 +15	+0%	+$396	0.28%	72
2025 Q1	$934K	Sell	35,634 -7,182	-17%	-$200K	0.29%	70
2024 Q4	$1.19M	Buy	+42,816	New	+$1.22M	0.39%	58

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rialto Wealth Management's SCHM Position: Q1 2026 in Review

Rialto Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q1 2026, selling an estimated $126K and leaving 30,298 shares worth $938K. The position accounts for 0.21% of the portfolio, ranked #71.

Rialto Wealth Management first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.19M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Rialto Wealth Management held 30,298 shares of Schwab US Mid-Cap ETF worth $938K as of Q1 2026.
Rialto Wealth Management sold 3,957 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $126K.
Schwab US Mid-Cap ETF made up 0.21% of Rialto Wealth Management's portfolio in Q1 2026, its #71 holding.
Rialto Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's Schwab US Mid-Cap ETF position peaked at $1.19M in Q4 2024.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.