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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$970K	Sell	41,927 -9,085	-18%	-$210K	0.19%	76
2026 Q1	$1.18M	Sell	51,012 -8,592	-14%	-$201K	0.27%	60
2025 Q4	$1.39M	Buy	59,604 +11,230	+23%	+$264K	0.33%	54
2025 Q3	$1.14M	Sell	48,374 -119,057	-71%	-$2.77M	0.29%	64
2025 Q2	$3.89M	Buy	167,431 +18,390	+12%	+$422K	1.09%	21
2025 Q1	$3.45M	Sell	149,041 -2,142	-1%	-$49.1K	1.08%	23
2024 Q4	$3.43M	Buy	+151,183	New	+$3.49M	1.13%	23

Other funds holding SCHZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Rialto Wealth Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 18% in Q2 2026, selling an estimated $210K and leaving 41,927 shares worth $970K. The position accounts for 0.19% of the portfolio, ranked #76.

Rialto Wealth Management first reported a position in SCHZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.89M in Q2 2025. 671 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Rialto Wealth Management held 41,927 shares of Schwab US Aggregate Bond ETF worth $970K as of Q2 2026.
Rialto Wealth Management sold 9,085 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $210K.
Schwab US Aggregate Bond ETF made up 0.19% of Rialto Wealth Management's portfolio in Q2 2026, its #76 holding.
Rialto Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's Schwab US Aggregate Bond ETF position peaked at $3.89M in Q2 2025.
671 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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