B. Riley Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

B. Riley Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.24M	Buy	70,247 +4,614	+7%	+$146K	0.12%	166
2026 Q1	$2M	Sell	65,633 -17,390	-21%	-$528K	0.13%	163
2025 Q4	$2.28M	Sell	83,023 -14,323	-15%	-$389K	0.11%	185
2025 Q3	$2.66M	Buy	97,346 +3,225	+3%	+$88K	0.12%	164
2025 Q2	$2.49M	Buy	+94,121	New	+$2.46M	0.12%	176
2024 Q4	$3.56M	Sell	130,374 -4,020	-3%	-$114K	0.12%	181
2024 Q3	$3.78M	Sell	134,394 -3,300	-2%	-$89.9K	0.11%	196
2024 Q2	$3.61M	Sell	137,694 -41,886	-23%	-$1.09M	0.09%	211
2024 Q1	$4.24M	Buy	179,580 +37,545	+26%	+$970K	0.11%	180
2023 Q4	$3.6M	Sell	142,035 -37,545	-21%	-$895K	0.1%	222
2023 Q3	$4.24M	Buy	179,580 +14,364	+9%	+$352K	0.11%	180
2023 Q2	$4M	Buy	165,216 +9,021	+6%	+$216K	0.09%	226
2023 Q1	$3.81M	Buy	156,195 +7,869	+5%	+$197K	0.1%	209
2022 Q4	$3.73M	Buy	148,326 +29,703	+25%	+$733K	0.1%	213
2022 Q3	$2.63M	Buy	118,623 +29,610	+33%	+$719K	0.08%	249
2022 Q2	$2.13M	Buy	89,013 +24,054	+37%	+$612K	0.09%	231
2022 Q1	$1.71M	Sell	64,959 -131,103	-67%	-$3.43M	0.06%	338
2021 Q4	$5.28M	Buy	196,062 +51,660	+36%	+$1.34M	0.15%	145
2021 Q3	$3.57M	Buy	144,402 +7,242	+5%	+$184K	0.11%	201
2021 Q2	$3.46M	Buy	137,160 +12,753	+10%	+$322K	0.11%	209
2021 Q1	$3.02M	Buy	124,407 +103,644	+499%	+$2.36M	0.11%	212
2020 Q4	$444K	Sell	20,763 -12,246	-37%	-$248K	0.02%	580
2020 Q3	$597K	Buy	33,009 +2,808	+9%	+$51.7K	0.03%	472
2020 Q2	$521K	Buy	30,201 +804	+3%	+$13.6K	0.03%	448
2020 Q1	$441K	Buy	29,397 +6,615	+29%	+$119K	0.04%	426
2019 Q4	$440K	Buy	22,782 +1,254	+6%	+$23.5K	0.04%	478
2019 Q3	$394K	Sell	21,528 -160,677	-88%	-$2.88M	0.04%	492
2019 Q2	$3.22M	Buy	182,205 +166,794	+1,082%	+$2.93M	0.35%	60
2019 Q1	$269K	Sell	15,411 -897	-6%	-$15.1K	0.03%	548
2018 Q4	$256K	Sell	16,308 -51	-0.3%	-$850	0.04%	493
2018 Q3	$289K	Buy	+16,359	New	+$283K	0.03%	512
2018 Q1	–	Sell	-17,445	Closed	-$298K	–	706
2017 Q4	$298K	Buy	+17,445	New	+$287K	0.04%	453
2016 Q3	–	Sell	-14,496	Closed	-$201K	–	647
2016 Q2	$201K	Sell	14,496 -11,199	-44%	-$151K	0.04%	533
2016 Q1	$343K	Buy	+25,695	New	+$326K	0.08%	311
2014 Q3	–	Sell	-1,209	Closed	-$15.4K	–	1667
2014 Q2	$15.4K	Buy	+1,209	New	+$15.2K	﹤0.01%	1594

Other funds holding SCHD

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 7% in Q2 2026, buying an estimated $146K and bringing the position to 70,247 shares worth $2.24M. The position accounts for 0.12% of the portfolio, ranked #166.

B. Riley Wealth Advisors first reported a position in SCHD in Q2 2014 and has held it in 35 quarters since. The position peaked at $5.28M in Q4 2021. 805 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

B. Riley Wealth Advisors held 70,247 shares of Schwab US Dividend Equity ETF worth $2.24M as of Q2 2026.
B. Riley Wealth Advisors bought 4,614 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $146K.
Schwab US Dividend Equity ETF made up 0.12% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #166 holding.
B. Riley Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2014 and has held it in 35 quarters since.
B. Riley Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $5.28M in Q4 2021.
805 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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