Skip to content
Disclosery

Rialto Wealth Management, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rialto Wealth Management, LLC on SCHB, newest first. How the timeline and the estimate are built.

Rialto Wealth Management, LLC held 117,236 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,236 shares
    Change vs previous 13F -3,244 shares

    0.67% of the 13F portfolio, value $3,395,167.

    13F-HR 0002054966-26-000003 filed by Rialto Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 120,480 shares
    Change vs previous 13F -270 shares

    0.68% of the 13F portfolio, value $3,024,058.

    13F-HR 0002054966-26-000002 filed by Rialto Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 120,750 shares
    Change vs previous 13F +936 shares

    0.76% of the 13F portfolio, value $3,167,283.

    13F-HR 0002054966-26-000001 filed by Rialto Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 119,814 shares
    Change vs previous 13F -1,563 shares

    0.79% of the 13F portfolio, value $3,080,428.

    13F-HR 0002054966-25-000005 filed by Rialto Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 121,377 shares
    Change vs previous 13F -2,015 shares

    0.81% of the 13F portfolio, value $2,892,423.

    13F-HR 0002054966-25-000003 filed by Rialto Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 123,392 shares
    Change vs previous 13F -4,554 shares

    0.83% of the 13F portfolio, value $2,656,639.

    13F-HR 0002054966-25-000002 filed by Rialto Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 127,946 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,904,365.

    13F-HR 0002054966-25-000001 filed by Rialto Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).