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Schwab Strategic Tr cmn shares owned by Rialto Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Rialto Wealth Management from 13F filings

Historical chart of Rialto Wealth Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Rialto Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Rialto Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 8.0k 29.11
2025-06-30 $222k 8.0k 27.67
2025-03-31 $214k 8.0k 26.58
2024-12-31 $209k 8.0k 26.07

More positions owned by Rialto Wealth Management

Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Rialto Wealth Management

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Gemmer Asset Management
Betterment
LPL Financial
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn