Rialto Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Rialto Wealth Management, LLC

  • $384 Million
  • Q4 2025

A detailed history of Rialto Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 120,750 shares of SCHB stock, worth $3.12 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
120,750
Previous 119,814 0.78%
Holding current value
$3.12 Million
Previous $3.08 Million 1.2%
% of portfolio
0.81%
Previous 0.85%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 09, 2026
BUY
$25.2 - $26.46 $23,587 - $24,766
936 Added 0.78%
120,750 $3.12 Million
Q3 2025

Nov 07, 2025
SELL
$23.82 - $25.84 $37,230 - $40,387
-1,563 Reduced 1.29%
119,814 $3.08 Million
Q2 2025

Aug 06, 2025
SELL
$19.1 - $23.83 $38,486 - $48,017
-2,015 Reduced 1.63%
121,377 $2.89 Million
Q1 2025

Apr 10, 2025
SELL
$21.23 - $23.75 $96,681 - $108,157
-4,554 Reduced 3.56%
123,392 $2.65 Million
Q4 2024

Feb 07, 2025
BUY
$22.01 - $66.82 $2.82 Million - $8.55 Million
127,946 New
127,946 $2.9 Billion

Others Institutions Holding SCHB

# of Institutions
1,394
Shares Held
495M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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