Rialto Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Rialto Wealth Management, LLC
- $303 Billion
- Q4 2024
A detailed history of Rialto Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 151,183 shares of SCHZ stock, worth $3.46 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
151,183Holding current value
$3.46 Million% of portfolio
1.13%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
644Shares Held
116MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.1 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.8 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.8 Million5.37% of portfolio