B. Riley Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $997K | Sell |
53,909
-2,315
| -4% | -$42.8K | 0.03% | 451 |
|
2024
Q3 | $1.14M | Sell |
56,224
-2,184
| -4% | -$44.4K | 0.03% | 465 |
|
2024
Q2 | $1.13M | Sell |
58,408
-1,156
| -2% | -$22.4K | 0.03% | 496 |
|
2024
Q1 | $1.01M | Buy |
59,564
+1,220
| +2% | +$20.7K | 0.03% | 522 |
|
2023
Q4 | $1.08M | Sell |
58,344
-1,220
| -2% | -$22.5K | 0.03% | 502 |
|
2023
Q3 | $1.01M | Buy |
59,564
+1,826
| +3% | +$31K | 0.03% | 522 |
|
2023
Q2 | $1.03M | Sell |
57,738
-2,148
| -4% | -$38.3K | 0.02% | 555 |
|
2023
Q1 | $1.04M | Buy |
59,886
+1,042
| +2% | +$18.1K | 0.03% | 529 |
|
2022
Q4 | $948K | Buy |
58,844
+1,072
| +2% | +$17.3K | 0.03% | 555 |
|
2022
Q3 | $813K | Sell |
57,772
-752
| -1% | -$10.6K | 0.02% | 569 |
|
2022
Q2 | $921K | Buy |
58,524
+3,954
| +7% | +$62.2K | 0.04% | 446 |
|
2022
Q1 | $1M | Sell |
54,570
-3,526
| -6% | -$64.7K | 0.03% | 486 |
|
2021
Q4 | $1.13M | Sell |
58,096
-2,698
| -4% | -$52.5K | 0.03% | 489 |
|
2021
Q3 | $1.18M | Sell |
60,794
-398
| -0.7% | -$7.71K | 0.04% | 468 |
|
2021
Q2 | $1.21M | Buy |
61,192
+14,132
| +30% | +$279K | 0.04% | 460 |
|
2021
Q1 | $886K | Buy |
47,060
+17,064
| +57% | +$321K | 0.03% | 518 |
|
2020
Q4 | $541K | Buy |
29,996
+2,340
| +8% | +$42.2K | 0.03% | 518 |
|
2020
Q3 | $433K | Buy |
27,656
+5,126
| +23% | +$80.3K | 0.02% | 587 |
|
2020
Q2 | $336K | Sell |
22,530
-4,806
| -18% | -$71.7K | 0.02% | 591 |
|
2020
Q1 | $354K | Sell |
27,336
-11,156
| -29% | -$144K | 0.03% | 491 |
|
2019
Q4 | $648K | Buy |
38,492
+1,242
| +3% | +$20.9K | 0.06% | 343 |
|
2019
Q3 | $594K | Sell |
37,250
-2,882
| -7% | -$46K | 0.06% | 348 |
|
2019
Q2 | $644K | Sell |
40,132
-3,842
| -9% | -$61.7K | 0.07% | 289 |
|
2019
Q1 | $689K | Buy |
43,974
+1,820
| +4% | +$28.5K | 0.09% | 251 |
|
2018
Q4 | $598K | Sell |
42,154
-9,522
| -18% | -$135K | 0.09% | 255 |
|
2018
Q3 | $867K | Buy |
51,676
+1,594
| +3% | +$26.7K | 0.1% | 213 |
|
2018
Q2 | $828K | Buy |
50,082
+12,874
| +35% | +$213K | 0.11% | 204 |
|
2018
Q1 | $627K | Buy |
37,208
+1,808
| +5% | +$30.5K | 0.09% | 251 |
|
2017
Q4 | $604K | Buy |
35,400
+15,018
| +74% | +$256K | 0.08% | 266 |
|
2017
Q3 | $342K | Buy |
20,382
+2,462
| +14% | +$41.3K | 0.06% | 346 |
|
2017
Q2 | $285K | Buy |
17,920
+748
| +4% | +$11.9K | 0.05% | 378 |
|
2017
Q1 | $257K | Sell |
17,172
-2,740
| -14% | -$41K | 0.05% | 392 |
|
2016
Q4 | $276K | Buy |
19,912
+490
| +3% | +$6.79K | 0.06% | 366 |
|
2016
Q3 | $280K | Sell |
19,422
-68,384
| -78% | -$986K | 0.05% | 420 |
|
2016
Q2 | $980K | Buy |
87,806
+4,724
| +6% | +$52.7K | 0.2% | 140 |
|
2016
Q1 | $894K | Sell |
83,082
-21,674
| -21% | -$233K | 0.21% | 120 |
|
2015
Q4 | $1.45M | Buy |
104,756
+64,072
| +157% | +$884K | 0.29% | 90 |
|
2015
Q3 | $557K | Buy |
+40,684
| New | +$557K | 0.13% | 213 |
|
2015
Q1 | – | Sell |
-8,090
| Closed | -$117 | – | 1724 |
|
2014
Q4 | $117 | Buy |
+8,090
| New | +$117 | ﹤0.01% | 1635 |
|