B. Riley Wealth Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-284,987	Closed	-$6.4M	–	1328
2025 Q1	$6.4M	Buy	284,987 +88,158	+45%	+$1.96M	0.19%	118
2024 Q4	$4.34M	Sell	196,829 -85,779	-30%	-$1.93M	0.14%	157
2024 Q3	$6.51M	Buy	282,608 +112,552	+66%	+$2.55M	0.18%	128
2024 Q2	$3.75M	Buy	170,056 +67,746	+66%	+$1.49M	0.1%	202
2024 Q1	$2.16M	Sell	102,310 -6,742	-6%	-$150K	0.06%	329
2023 Q4	$2.45M	Buy	109,052 +6,742	+7%	+$144K	0.07%	304
2023 Q3	$2.16M	Buy	+102,310	New	+$2.21M	0.06%	329

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

B. Riley Wealth Advisors's SCHI Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2025, closing a stake of 284,987 shares — an estimated $6.4M sold.

B. Riley Wealth Advisors first reported a position in SCHI in Q3 2023 and held it in 7 quarters. The position peaked at $6.51M in Q3 2024. 226 funds tracked by Wall St. Rank hold SCHI as of Q2 2025.

B. Riley Wealth Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 284,987 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2025, an estimated $6.4M.
B. Riley Wealth Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 7 quarters.
B. Riley Wealth Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $6.51M in Q3 2024.
226 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.