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Rialto Wealth Management, LLC: SCHC position timeline

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

Rialto Wealth Management, LLC held 118,821 SCHC 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 118,821 shares
    Change vs previous 13F -4,207 shares

    1.13% of the 13F portfolio, value $5,717,649.

    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 123,028 shares
    Change vs previous 13F -38,588 shares

    1.29% of the 13F portfolio, value $5,750,312.

    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 161,616 shares
    Change vs previous 13F -3,204 shares

    1.76% of the 13F portfolio, value $7,358,360.

    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 164,820 shares
    Change vs previous 13F -18,758 shares

    1.94% of the 13F portfolio, value $7,500,942.

    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 183,578 shares
    Change vs previous 13F -9,697 shares

    2.18% of the 13F portfolio, value $7,818,571.

    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 193,275 shares
    Change vs previous 13F -5,637 shares

    2.18% of the 13F portfolio, value $6,934,708.

    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 198,912 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $6,828,649.

    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).