Rialto Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Rialto Wealth Management, LLC
- $342 Million
- Q2 2025
A detailed history of Rialto Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 12,607 shares of SCHH stock, worth $270,041. This represents 0.08% of its overall portfolio holdings.
Number of Shares
12,607
Previous 11,532
9.32%
Holding current value
$270,041
Previous $245,000
8.57%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding SCHH
# of Institutions
584Shares Held
178MCall Options Held
59.3KPut Options Held
15.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA55.5MShares$1.19 Billion2.35% of portfolio
-
Us Bancorp \De\30.5MShares$654 Million0.83% of portfolio
-
Creative Planning Overland Park, KS22.6MShares$485 Million0.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.87MShares$169 Million0.68% of portfolio
-
Northwestern Mutual Wealth Management CO7.86MShares$168 Million0.12% of portfolio