Rialto Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Rialto Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.33M	Sell	90,718 -2,313	-2%	-$62K	0.52%	45
2025 Q4	$2.5M	Buy	93,031 +2,901	+3%	+$77.5K	0.6%	37
2025 Q3	$2.37M	Sell	90,130 -537	-0.6%	-$13.6K	0.61%	40
2025 Q2	$2.22M	Buy	90,667 +68	+0.1%	+$1.54K	0.62%	42
2025 Q1	$2M	Sell	90,599 -231	-0.3%	-$5.38K	0.63%	43
2024 Q4	$2.11M	Buy	+90,830	New	+$2.12M	0.7%	39

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Rialto Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.5% in Q1 2026, selling an estimated $62K and leaving 90,718 shares worth $2.33M. The position accounts for 0.52% of the portfolio, ranked #45.

Rialto Wealth Management first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.5M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Rialto Wealth Management held 90,718 shares of Schwab US Large- Cap ETF worth $2.33M as of Q1 2026.
Rialto Wealth Management sold 2,313 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $62K.
Schwab US Large- Cap ETF made up 0.52% of Rialto Wealth Management's portfolio in Q1 2026, its #45 holding.
Rialto Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's Schwab US Large- Cap ETF position peaked at $2.5M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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