Rialto Wealth Management’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.02K	Buy	44 +6	+16%	+$548	﹤0.01%	482
2025 Q1	$2.98K	Buy	+38	New	+$2.98K	﹤0.01%	483