Rialto Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Rialto Wealth Management, LLC
- $384 Million
- Q4 2025
A detailed history of Rialto Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 2,340 shares of SCHD stock, worth $63,741. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,340
Previous 2,340
-0.0%
Holding current value
$63,741
Previous $63,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,061Shares Held
865MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio