Rialto Wealth Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Rialto Wealth Management, LLC
- $342 Million
- Q2 2025
A detailed history of Rialto Wealth Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 4,572 shares of SCHI stock, worth $106,116. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,572
Previous 4,572
-0.0%
Holding current value
$106,116
Previous $102,000
1.96%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
246Shares Held
50.5MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.37MShares$194 Million3.89% of portfolio
-
Envestnet Asset Management Inc7.34MShares$170 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC7.24MShares$168 Million0.38% of portfolio
-
Campbell Wealth Management5.68MShares$132 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.48MShares$57.6 Million0.02% of portfolio