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B. Riley Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

B. Riley Wealth Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217K Buy
+6,083
New +$201K 0.01% 743
2026
Q1 		– Sell
-31,963
Closed -$910K – 1084
2025
Q4 		$910K Sell
31,963
-1,063
-3% -$30K 0.04% 365
2025
Q3 		$921K Sell
33,026
-41,412
-56% -$1.11M 0.04% 360
2025
Q2 		$1.88M Buy
+74,438
New +$1.76M 0.09% 222
2024
Q4 		$2.74M Buy
106,012
+3,112
+3% +$82.8K 0.09% 221
2024
Q3 		$2.63M Sell
102,900
-2,756
-3% -$68.4K 0.07% 264
2024
Q2 		$2.52M Buy
105,656
+19,940
+23% +$473K 0.06% 291
2024
Q1 		$1.78M Sell
85,716
-8,828
-9% -$207K 0.05% 385
2023
Q4 		$2.23M Buy
94,544
+8,828
+10% +$186K 0.06% 335
2023
Q3 		$1.78M Buy
85,716
+10,578
+14% +$232K 0.05% 385
2023
Q2 		$1.65M Buy
75,138
+3,586
+5% +$74.7K 0.04% 421
2023
Q1 		$1.5M Sell
71,552
-28,522
-29% -$613K 0.04% 433
2022
Q4 		$2.03M Sell
100,074
-11,946
-11% -$245K 0.06% 331
2022
Q3 		$2.12M Buy
112,020
+57,012
+104% +$1.19M 0.06% 298
2022
Q2 		$1.07M Sell
55,008
-117,588
-68% -$2.51M 0.05% 398
2022
Q1 		$4.09M Sell
172,596
-6,160
-3% -$145K 0.13% 165
2021
Q4 		$4.58M Buy
178,756
+5,668
+3% +$147K 0.13% 167
2021
Q3 		$4.33M Buy
173,088
+1,688
+1% +$42.9K 0.14% 162
2021
Q2 		$4.46M Buy
171,400
+3,544
+2% +$90.6K 0.15% 166
2021
Q1 		$4.18M Buy
167,856
+135,000
+411% +$3.32M 0.15% 162
2020
Q4 		$731K Sell
32,856
-88
-0.3% -$1.75K 0.04% 414
2020
Q3 		$562K Buy
32,944
+12,552
+62% +$216K 0.03% 491
2020
Q2 		$334K Sell
20,392
-172
-0.8% -$2.58K 0.02% 595
2020
Q1 		$265K Sell
20,564
-3,444
-14% -$58.5K 0.02% 583
2019
Q4 		$454K Buy
24,008
+2,636
+12% +$47.7K 0.04% 469
2019
Q3 		$373K Sell
21,372
-2,128
-9% -$37.6K 0.04% 512
2019
Q2 		$420K Sell
23,500
-14,608
-38% -$258K 0.05% 441
2019
Q1 		$667K Buy
38,108
+4,712
+14% +$80.6K 0.08% 261
2018
Q4 		$507K Sell
33,396
-1,792
-5% -$30.3K 0.07% 294
2018
Q3 		$671K Buy
35,188
+1,636
+5% +$31.2K 0.08% 272
2018
Q2 		$618K Buy
33,552
+8,344
+33% +$151K 0.08% 269
2018
Q1 		$436K Buy
25,208
+400
+2% +$7.05K 0.06% 345
2017
Q4 		$433K Buy
24,808
+7,196
+41% +$123K 0.06% 350
2017
Q3 		$297K Buy
17,612
+1,012
+6% +$16.3K 0.05% 378
2017
Q2 		$266K Buy
16,600
+604
+4% +$9.54K 0.05% 401
2017
Q1 		$252K Sell
15,996
-18,144
-53% -$284K 0.05% 401
2016
Q4 		$526K Sell
34,140
-16,500
-33% -$243K 0.11% 217
2016
Q3 		$729K Buy
50,640
+5,896
+13% +$83.6K 0.14% 180
2016
Q2 		$605K Buy
44,744
+9,148
+26% +$121K 0.12% 213
2016
Q1 		$463K Sell
35,596
-2,544
-7% -$30.8K 0.11% 237
2015
Q4 		$497K Sell
38,140
-336
-0.9% -$4.48K 0.1% 249
2015
Q3 		$489K Buy
38,476
+2,812
+8% +$38.7K 0.12% 237
2015
Q2 		$513K Buy
35,664
+684
+2% +$9.91K 0.13% 202
2015
Q1 		$504K Buy
34,980
+3,028
+9% +$42.3K 0.12% 219
2014
Q4 		$440 Buy
31,952
+7,792
+32% +$103K 0.01% 981
2014
Q3 		$310K Sell
24,160
-71,860
-75% -$960K 0.08% 349
2014
Q2 		$655K Buy
96,020
+48,412
+102% +$638K 0.15% 146
2014
Q1 		$638K Buy
47,608
+2,036
+4% +$26.9K 0.19% 125
2013
Q4 		$598K Sell
45,572
-360
-0.8% -$4.52K 0.19% 128
2013
Q3 		$554K Buy
45,932
+5,332
+13% +$62.6K 0.19% 128
2013
Q2 		$446K Buy
+40,600
New +$440K 0.15% 165

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

B. Riley Wealth Advisors's SCHA Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,083 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #743 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in SCHA as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in SCHA in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.58M in Q4 2021. 263 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • B. Riley Wealth Advisors held 6,083 shares of Schwab U.S Small- Cap ETF worth $217K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new B. Riley Wealth Advisors position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #743 holding.
  • B. Riley Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 51 quarters since.
  • B. Riley Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $4.58M in Q4 2021.
  • 263 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.