Rialto Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Rialto Wealth Management, LLC

  • $384 Million
  • Q4 2025

A detailed history of Rialto Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 34,255 shares of SCHM stock, worth $998,875. This represents 0.26% of its overall portfolio holdings.

Number of Shares
34,255
Previous 34,255 -0.0%
Holding current value
$998,875
Previous $1.02 Million 1.67%
% of portfolio
0.26%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$28.15 - $30.13 $39,241 - $42,001
-1,394 Reduced 3.91%
34,255 $1.02 Million
Q2 2025

Aug 06, 2025
BUY
$22.92 - $28.05 $343 - $420
15 Added 0.04%
35,649 $999,000
Q1 2025

Apr 10, 2025
SELL
$25.58 - $29.24 $183,715 - $210,001
-7,182 Reduced 16.77%
35,634 $932,000
Q4 2024

Feb 07, 2025
BUY
$27.54 - $83.04 $1.18 Million - $3.56 Million
42,816 New
42,816 $1.19 Billion

Others Institutions Holding SCHM

# of Institutions
1,066
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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