B. Riley Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,487
| Closed | -$333K | – | 1327 |
|
|
2025
Q1 | $333K | Buy |
15,487
+131
| +0.9% | +$2.8K | 0.01% | 922 |
|
|
2024
Q4 | $323K | Sell |
15,356
-631
| -4% | -$14.1K | 0.01% | 842 |
|
|
2024
Q3 | $366K | Buy |
15,987
+530
| +3% | +$11.6K | 0.01% | 861 |
|
|
2024
Q2 | $312K | Sell |
15,457
-1,505
| -9% | -$29.4K | 0.01% | 1017 |
|
|
2024
Q1 | $301K | Sell |
16,962
-6,373
| -27% | -$128K | 0.01% | 1039 |
|
|
2023
Q4 | $483K | Buy |
23,335
+6,373
| +38% | +$118K | 0.01% | 833 |
|
|
2023
Q3 | $301K | Buy |
16,962
+1,408
| +9% | +$27.1K | 0.01% | 1039 |
|
|
2023
Q2 | $304K | Sell |
15,554
-2,086
| -12% | -$40K | 0.01% | 1115 |
|
|
2023
Q1 | $344K | Sell |
17,640
-4,439
| -20% | -$88.9K | 0.01% | 996 |
|
|
2022
Q4 | $426K | Sell |
22,079
-1,662
| -7% | -$32K | 0.01% | 856 |
|
|
2022
Q3 | $444K | Sell |
23,741
-19
| -0.1% | -$411 | 0.01% | 808 |
|
|
2022
Q2 | $502K | Buy |
23,760
+482
| +2% | +$11.1K | 0.02% | 658 |
|
|
2022
Q1 | $580K | Sell |
23,278
-1,500
| -6% | -$36.2K | 0.02% | 675 |
|
|
2021
Q4 | $653K | Buy |
24,778
+1,270
| +5% | +$31.3K | 0.02% | 688 |
|
|
2021
Q3 | $537K | Buy |
23,508
+804
| +4% | +$19.2K | 0.02% | 739 |
|
|
2021
Q2 | $520K | Buy |
22,704
+2,404
| +12% | +$53.4K | 0.02% | 746 |
|
|
2021
Q1 | $418K | Buy |
20,300
+2,636
| +15% | +$51.6K | 0.01% | 827 |
|
|
2020
Q4 | $336K | Buy |
17,664
+3,726
| +27% | +$68.9K | 0.02% | 696 |
|
|
2020
Q3 | $247K | Buy |
13,938
+952
| +7% | +$17.1K | 0.01% | 777 |
|
|
2020
Q2 | $229K | Sell |
12,986
-876
| -6% | -$15.2K | 0.02% | 729 |
|
|
2020
Q1 | $227K | Sell |
13,862
-1,554
| -10% | -$33.2K | 0.02% | 628 |
|
|
2019
Q4 | $355K | Buy |
15,416
+508
| +3% | +$11.8K | 0.03% | 534 |
|
|
2019
Q3 | $352K | Buy |
14,908
+262
| +2% | +$6.01K | 0.03% | 535 |
|
|
2019
Q2 | $326K | Sell |
14,646
-178
| -1% | -$3.97K | 0.04% | 531 |
|
|
2019
Q1 | $330K | Buy |
14,824
+1,466
| +11% | +$31.1K | 0.04% | 460 |
|
|
2018
Q4 | $258K | Sell |
13,358
-1,952
| -13% | -$39.9K | 0.04% | 488 |
|
|
2018
Q3 | $321K | Sell |
15,310
-28
| -0.2% | -$592 | 0.04% | 470 |
|
|
2018
Q2 | $321K | Buy |
15,338
+760
| +5% | +$15K | 0.04% | 442 |
|
|
2018
Q1 | $279K | Buy |
14,578
+1,870
| +15% | +$36K | 0.04% | 478 |
|
|
2017
Q4 | $265K | Buy |
+12,708
| New | +$264K | 0.04% | 492 |
|
|
2015
Q1 | – | Sell |
-300
| Closed | -$6K | – | 1730 |
|
|
2014
Q4 | $6K | Buy |
+300
| New | +$5.62K | ﹤0.01% | 3097 |
|
|
2014
Q3 | – | Sell |
-300
| Closed | -$5.31K | – | 1669 |
|
|
2014
Q2 | $5.31K | Buy |
+300
| New | +$5.2K | ﹤0.01% | 2018 |
|
Other funds holding SCHH
BEI
RA
B. Riley Wealth Advisors's SCHH Position: Q2 2025 in Review
B. Riley Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 15,487 shares — an estimated $333K sold.
B. Riley Wealth Advisors first reported a position in SCHH in Q2 2014 and held it in 32 quarters. The position peaked at $653K in Q4 2021. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.
- B. Riley Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
- B. Riley Wealth Advisors sold 15,487 Schwab US REIT ETF shares in Q2 2025, an estimated $333K.
- B. Riley Wealth Advisors first reported a position in Schwab US REIT ETF in Q2 2014 and held it in 32 quarters.
- B. Riley Wealth Advisors's Schwab US REIT ETF position peaked at $653K in Q4 2021.
- 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.