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B. Riley Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

B. Riley Wealth Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,256
Closed -$221K – 1167
2025
Q2 		$221K Sell
9,256
-487,278
-98% -$10.7M 0.01% 847
2025
Q1 		$10.7M Buy
496,534
+22,210
+5% +$505K 0.32% 64
2024
Q4 		$10.8M Sell
474,324
-38,802
-8% -$886K 0.35% 55
2024
Q3 		$11.3M Sell
513,126
-4,644
-0.9% -$99.2K 0.31% 65
2024
Q2 		$10.9M Buy
517,770
+13,275
+3% +$269K 0.28% 72
2024
Q1 		$8.38M Sell
504,495
-9,354
-2% -$181K 0.23% 89
2023
Q4 		$9.54M Buy
513,849
+9,354
+2% +$162K 0.26% 78
2023
Q3 		$8.38M Sell
504,495
-1,500
-0.3% -$26K 0.23% 89
2023
Q2 		$8.72M Sell
505,995
-1,182
-0.2% -$19.3K 0.2% 104
2023
Q1 		$8.09M Sell
507,177
-13,011
-3% -$203K 0.22% 99
2022
Q4 		$7.77M Sell
520,188
-67,920
-12% -$1.02M 0.22% 103
2022
Q3 		$8.23M Sell
588,108
-20,334
-3% -$316K 0.25% 85
2022
Q2 		$8.96M Buy
608,442
+14,457
+2% +$232K 0.38% 56
2022
Q1 		$10.6M Buy
593,985
+1,833
+0.3% +$32.2K 0.35% 55
2021
Q4 		$11.2M Buy
592,152
+17,124
+3% +$315K 0.32% 63
2021
Q3 		$9.95M Sell
575,028
-21,612
-4% -$384K 0.32% 64
2021
Q2 		$10.4M Sell
596,640
-9,582
-2% -$162K 0.34% 59
2021
Q1 		$9.77M Buy
606,222
+589,710
+3,571% +$9.3M 0.35% 56
2020
Q4 		$251K Buy
+16,512
New +$235K 0.01% 846
2016
Q4 		– Sell
-24,360
Closed -$213K – 629
2016
Q3 		$213K Sell
24,360
-210
-0.9% -$1.82K 0.04% 514
2016
Q2 		$206K Buy
24,570
+120
+0.5% +$996 0.04% 524
2016
Q1 		$201K Sell
24,450
-2,400
-9% -$18.7K 0.05% 476
2015
Q4 		$220K Hold
26,850
– – 0.04% 466
2015
Q3 		$208K Buy
+26,850
New +$221K 0.05% 471
2015
Q1 		– Sell
-14,136
Closed -$117K – 1726
2014
Q4 		$117K Buy
+14,136
New +$114K ﹤0.01% 1636
2014
Q3 		– Sell
-112,068
Closed -$462K – 1666
2014
Q2 		$462K Buy
112,068
+46,884
+72% +$362K 0.11% 209
2014
Q1 		$497K Buy
65,184
+690
+1% +$5.16K 0.15% 154
2013
Q4 		$484K Sell
64,494
-7,956
-11% -$57.2K 0.15% 152
2013
Q3 		$496K Sell
72,450
-360
-0.5% -$2.45K 0.17% 144
2013
Q2 		$472K Buy
+72,810
New +$473K 0.16% 156

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

B. Riley Wealth Advisors's SCHB Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 9,256 shares — an estimated $221K sold.

B. Riley Wealth Advisors first reported a position in SCHB in Q2 2013 and held it in 30 quarters. The position peaked at $11.3M in Q3 2024. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,256 Schwab US Broad Market ETF shares in Q3 2025, an estimated $221K.
  • B. Riley Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q2 2013 and held it in 30 quarters.
  • B. Riley Wealth Advisors's Schwab US Broad Market ETF position peaked at $11.3M in Q3 2024.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.