Rialto Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Rialto Wealth Management, LLC
- $363 Million
- Q3 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 119,814 shares of SCHB stock, worth $3.09 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
119,814
Previous 121,377
1.29%
Holding current value
$3.09 Million
Previous $2.89 Million
6.5%
% of portfolio
0.85%
Previous 0.84%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,376Shares Held
499MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio