Rialto Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Rialto Wealth Management, LLC
- $307 Million
- Q1 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 123,392 shares of SCHB stock, worth $2.84 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
123,392
Previous 127,946
3.56%
Holding current value
$2.84 Million
Previous $2.9 Billion
99.91%
% of portfolio
0.86%
Previous 0.96%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,295Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.34 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$397 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$275 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$274 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$207 Million13.03% of portfolio