RWM
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Rialto Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Rialto Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.89M Buy
167,431
+18,390
+12% +$427K 1.09% 21
2025
Q1 		$3.45M Sell
149,041
-2,142
-1% -$49.6K 1.08% 23
2024
Q4 		$3.43M Buy
+151,183
New +$3.43M 1.13% 23