Rialto Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Rialto Wealth Management, LLC

  • $307 Million
  • Q1 2025

A detailed history of Rialto Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 35,634 shares of SCHM stock, worth $1.03 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
35,634
Previous 42,816 16.77%
Holding current value
$1.03 Million
Previous $1.19 Billion 99.92%
% of portfolio
0.3%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$25.58 - $29.24 $183,715 - $210,001
-7,182 Reduced 16.77%
35,634 $932,000
Q4 2024

Feb 07, 2025
BUY
$27.54 - $83.04 $1.18 Million - $3.56 Million
42,816 New
42,816 $1.19 Billion

Others Institutions Holding SCHM

# of Institutions
1,023
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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