RWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1,000K Buy
35,649
+15
+0% +$421 0.28% 72
2025
Q1 		$934K Sell
35,634
-7,182
-17% -$188K 0.29% 70
2024
Q4 		$1.19M Buy
+42,816
New +$1.19M 0.39% 58