RWM
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Rialto Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Rialto Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$222K Hold
8,031
– – 0.06% 140
2025
Q1 		$213K Hold
8,031
– – 0.07% 146
2024
Q4 		$209K Buy
+8,031
New +$209K 0.07% 148