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	–	1168
2025 Q2	$221K	Buy	+9,256	New	+$204K	0.01%	847
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	-$117	–	1728
2014 Q4	$117	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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return