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B. Riley Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

B. Riley Wealth Advisors’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,270
Closed -$215K – 1268
2024
Q3 		$215K Buy
+7,270
New +$197K 0.01% 1106
2024
Q2 		– Sell
-9,535
Closed -$228K – 1577
2024
Q1 		$228K Buy
9,535
+465
+5% +$11.4K 0.01% 1192
2023
Q4 		$225K Sell
9,070
-465
-5% -$11.2K 0.01% 1199
2023
Q3 		$228K Sell
9,535
-183
-2% -$4.53K 0.01% 1192
2023
Q2 		$239K Buy
9,718
+1,400
+17% +$34.2K 0.01% 1251
2023
Q1 		$204K Sell
8,318
-775
-9% -$19.2K 0.01% 1291
2022
Q4 		$215K Sell
9,093
-96
-1% -$2.23K 0.01% 1216
2022
Q3 		$206K Buy
+9,189
New +$227K 0.01% 1212
2022
Q2 		– Sell
-7,402
Closed -$206K – 1368
2022
Q1 		$206K Sell
7,402
-2,568
-26% -$74.3K 0.01% 1205
2021
Q4 		$296K Buy
9,970
+771
+8% +$23.6K 0.01% 1084
2021
Q3 		$281K Buy
9,199
+172
+2% +$5.37K 0.01% 1077
2021
Q2 		$297K Buy
9,027
+776
+9% +$25.2K 0.01% 1024
2021
Q1 		$263K Buy
8,251
+1,558
+23% +$50.7K 0.01% 1064
2020
Q4 		$206K Buy
+6,693
New +$194K 0.01% 913
2020
Q1 		– Sell
-8,347
Closed -$229K – 884
2019
Q4 		$229K Buy
+8,347
New +$220K 0.02% 717
2019
Q3 		– Sell
-7,856
Closed -$207K – 846
2019
Q2 		$207K Buy
+7,856
New +$203K 0.02% 705
2018
Q2 		– Sell
-7,283
Closed -$209K – 721
2018
Q1 		$209K Buy
+7,283
New +$213K 0.03% 573
2015
Q1 		– Sell
-1,925
Closed -$46K – 1727
2014
Q4 		$46K Buy
+1,925
New +$48.1K ﹤0.01% 2137

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B. Riley Wealth Advisors's SCHE Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2024, closing a stake of 7,270 shares — an estimated $215K sold.

B. Riley Wealth Advisors first reported a position in SCHE in Q4 2014 and held it in 18 quarters. The position peaked at $297K in Q2 2021. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,270 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $215K.
  • B. Riley Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2014 and held it in 18 quarters.
  • B. Riley Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $297K in Q2 2021.
  • 758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.