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Rialto Wealth Management, LLC: SCHZ position timeline

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

Rialto Wealth Management, LLC held 41,927 SCHZ 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 41,927 shares
    Change vs previous 13F -9,085 shares

    0.19% of the 13F portfolio, value $969,772.

    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 51,012 shares
    Change vs previous 13F -8,592 shares

    0.27% of the 13F portfolio, value $1,184,499.

    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 59,604 shares
    Change vs previous 13F +11,230 shares

    0.33% of the 13F portfolio, value $1,392,946.

    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 48,374 shares
    Change vs previous 13F -119,057 shares

    0.29% of the 13F portfolio, value $1,135,338.

    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 167,431 shares
    Change vs previous 13F +18,390 shares

    1.09% of the 13F portfolio, value $3,891,097.

    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 149,041 shares
    Change vs previous 13F -2,142 shares

    1.08% of the 13F portfolio, value $3,451,789.

    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 151,183 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $3,431,856.

    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).