RWM
SCHW

Rialto Wealth Management’s Charles Schwab SCHW Stock Holding History

Rialto Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.4K Buy
124
+40
+48% +$3.65K ﹤0.01% 515
2026
Q1 		$7.89K Buy
84
+30
+56% +$2.94K ﹤0.01% 497
2025
Q4 		$5.4K Buy
54
+3
+6% +$285 ﹤0.01% 510
2025
Q3 		$4.87K Buy
51
+7
+16% +$664 ﹤0.01% 491
2025
Q2 		$4.01K Buy
44
+6
+16% +$502 ﹤0.01% 482
2025
Q1 		$2.98K Buy
+38
New +$2.98K ﹤0.01% 483

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Rialto Wealth Management's SCHW Position: Q2 2026 in Review

Rialto Wealth Management increased its Charles Schwab (SCHW) stake by 48% in Q2 2026, buying an estimated $3.65K and bringing the position to 124 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Rialto Wealth Management first reported a position in SCHW in Q1 2025 and has held it in 6 quarters since. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Rialto Wealth Management held 124 shares of Charles Schwab worth $11.4K as of Q2 2026.
  • Rialto Wealth Management bought 40 Charles Schwab shares in Q2 2026, an estimated $3.65K.
  • Charles Schwab made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #515 holding.
  • Rialto Wealth Management first reported a position in Charles Schwab in Q1 2025 and has held it in 6 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.