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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Rialto Wealth Management increased its Charles Schwab (SCHW) stake by 56% in Q1 2026, buying an estimated $2.94K and bringing the position to 84 shares worth $7.89K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Rialto Wealth Management first reported a position in SCHW in Q1 2025 and has held it in 5 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Rialto Wealth Management held 84 shares of Charles Schwab worth $7.89K as of Q1 2026.
Rialto Wealth Management bought 30 Charles Schwab shares in Q1 2026, an estimated $2.94K.
Charles Schwab made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #497 holding.
Rialto Wealth Management first reported a position in Charles Schwab in Q1 2025 and has held it in 5 quarters since.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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