Rialto Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Rialto Wealth Management, LLC

  • $384 Million
  • Q4 2025

A detailed history of Rialto Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 59,604 shares of SCHZ stock, worth $1.39 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
59,604
Previous 48,374 23.21%
Holding current value
$1.39 Million
Previous $1.14 Million 22.82%
% of portfolio
0.36%
Previous 0.31%

Shares

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

Jan 09, 2026
BUY
$23.37 - $23.7 $262,445 - $266,151
11,230 Added 23.21%
59,604 $1.39 Million
Q3 2025

Nov 07, 2025
SELL
$22.9 - $23.58 $2.73 Million - $2.81 Million
-119,057 Reduced 71.11%
48,374 $1.14 Million
Q2 2025

Aug 06, 2025
BUY
$22.68 - $23.28 $417,085 - $428,119
18,390 Added 12.34%
167,431 $3.89 Million
Q1 2025

Apr 10, 2025
SELL
$22.46 - $23.26 $48,109 - $49,822
-2,142 Reduced 1.42%
149,041 $3.45 Million
Q4 2024

Feb 07, 2025
BUY
$22.63 - $47.53 $3.42 Million - $7.19 Million
151,183 New
151,183 $3.43 Billion

Others Institutions Holding SCHZ

# of Institutions
711
Shares Held
175M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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