B. Riley Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $921K | Sell |
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|
2025
Q2 | $1.88M | Buy |
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|
2024
Q4 | $2.74M | Buy |
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|
2024
Q3 | $2.63M | Sell |
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|
2024
Q2 | $2.52M | Buy |
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|
2024
Q1 | $1.78M | Sell |
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|
2023
Q4 | $2.23M | Buy |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | $1.65M | Buy |
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|
2023
Q1 | $1.5M | Sell |
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|
2022
Q4 | $2.03M | Sell |
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|
2022
Q3 | $2.12M | Buy |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $4.09M | Sell |
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|
2021
Q4 | $4.58M | Buy |
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|
2021
Q3 | $4.33M | Buy |
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|
2021
Q2 | $4.46M | Buy |
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|
2021
Q1 | $4.18M | Buy |
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|
2020
Q4 | $731K | Sell |
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|
2020
Q3 | $562K | Buy |
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|
2020
Q2 | $334K | Sell |
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|
2020
Q1 | $265K | Sell |
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|
2019
Q4 | $454K | Buy |
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|
2019
Q3 | $373K | Sell |
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|
2019
Q2 | $420K | Sell |
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|
2019
Q1 | $667K | Buy |
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|
2018
Q4 | $507K | Sell |
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|
2018
Q3 | $671K | Buy |
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|
2018
Q2 | $618K | Buy |
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|
2018
Q1 | $436K | Buy |
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|
2017
Q4 | $433K | Buy |
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|
2017
Q3 | $297K | Buy |
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|
2017
Q2 | $266K | Buy |
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|
2017
Q1 | $252K | Sell |
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|
2016
Q4 | $526K | Sell |
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|
2016
Q3 | $729K | Buy |
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|
2016
Q2 | $605K | Buy |
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|
2016
Q1 | $463K | Sell |
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|
2015
Q4 | $497K | Sell |
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|
2015
Q3 | $489K | Buy |
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|
2015
Q2 | $513K | Buy |
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|
2015
Q1 | $504K | Buy |
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|
2014
Q4 | $440 | Buy |
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|
2014
Q3 | $310K | Sell |
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|
2014
Q2 | $655K | Buy |
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|
2014
Q1 | $638K | Buy |
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|
2013
Q4 | $598K | Sell |
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|
2013
Q3 | $554K | Buy |
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|
2013
Q2 | $446K | Buy |
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