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

Rialto Wealth Management, LLC

  • $342 Million
  • Q2 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 35,649 shares of SCHM stock, worth $1.05 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
35,649
Previous 35,634 0.04%
Holding current value
$1.05 Million
Previous $932,000 7.19%
% of portfolio
0.29%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$22.92 - $28.05 $343 - $420
15 Added 0.04%
35,649 $999,000
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
1,043
Shares Held
281M
Call Options Held
9.4K
Put Options Held
0
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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