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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.22M	Buy	90,667 +68	+0.1%	+$1.66K	0.62%	42
2025 Q1	$2M	Sell	90,599 -231	-0.3%	-$5.1K	0.63%	43
2024 Q4	$2.11M	Buy	+90,830	New	+$2.11M	0.7%	39