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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$273K	Buy	8,960 +10	+0.1%	+$312	0.06%	133
2025 Q4	$265K	Buy	8,950 +920	+11%	+$26.9K	0.06%	135
2025 Q3	$234K	Sell	8,030 -1	-0%	-$28	0.06%	140
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	+$217K	0.07%	148

Other funds holding SCHV

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MGIA

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Rialto Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.11% in Q1 2026, buying an estimated $312 and bringing the position to 8,960 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #133.

Rialto Wealth Management first reported a position in SCHV in Q4 2024 and has held it in 6 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Rialto Wealth Management held 8,960 shares of Schwab US Large-Cap Value ETF worth $273K as of Q1 2026.
Rialto Wealth Management bought 10 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $312.
Schwab US Large-Cap Value ETF made up 0.06% of Rialto Wealth Management's portfolio in Q1 2026, its #133 holding.
Rialto Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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