Rialto Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Rialto Wealth Management, LLC
- $363 Million
- Q3 2025
A detailed history of Rialto Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 90,130 shares of SCHX stock, worth $2.39 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
90,130
Previous 90,667
0.59%
Holding current value
$2.39 Million
Previous $2.22 Million
7.18%
% of portfolio
0.65%
Previous 0.65%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,633Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio