B. Riley Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
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|
2024
Q4 | $3.56M | Sell |
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|
2024
Q3 | $3.78M | Sell |
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|
2024
Q2 | $3.61M | Sell |
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|
2024
Q1 | $4.24M | Buy |
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|
2023
Q4 | $3.6M | Sell |
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|
2023
Q3 | $4.24M | Buy |
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|
2023
Q2 | $4M | Buy |
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|
2023
Q1 | $3.81M | Buy |
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|
2022
Q4 | $3.73M | Buy |
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|
2022
Q3 | $2.63M | Buy |
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|
2022
Q2 | $2.13M | Buy |
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|
2022
Q1 | $1.71M | Sell |
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|
2021
Q4 | $5.28M | Buy |
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|
2021
Q3 | $3.57M | Buy |
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|
2021
Q2 | $3.46M | Buy |
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|
2021
Q1 | $3.02M | Buy |
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|
2020
Q4 | $444K | Sell |
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|
2020
Q3 | $597K | Buy |
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|
2020
Q2 | $521K | Buy |
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|
2020
Q1 | $441K | Buy |
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|
2019
Q4 | $440K | Buy |
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|
2019
Q3 | $394K | Sell |
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|
2019
Q2 | $3.22M | Buy |
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|
2019
Q1 | $269K | Sell |
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|
2018
Q4 | $256K | Sell |
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|
2018
Q3 | $289K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $298K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $201K | Sell |
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|
2016
Q1 | $343K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $15.4K | Buy |
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