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B. Riley Wealth Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

B. Riley Wealth Advisors’s Portfolio SCHJ Stock Details SCHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-149,037
Closed -$3.67M – 1329
2025
Q1 		$3.67M Buy
149,037
+15,522
+12% +$380K 0.11% 198
2024
Q4 		$3.25M Sell
133,515
-10,781
-7% -$264K 0.11% 194
2024
Q3 		$3.58M Sell
144,296
-1,452
-1% -$35.6K 0.1% 201
2024
Q2 		$3.52M Buy
145,748
+15,492
+12% +$372K 0.09% 214
2024
Q1 		$3.06M Sell
130,256
-6,140
-5% -$148K 0.08% 236
2023
Q4 		$3.3M Buy
136,396
+6,140
+5% +$145K 0.09% 235
2023
Q3 		$3.06M Sell
130,256
-2,166
-2% -$51.1K 0.08% 236
2023
Q2 		$3.13M Buy
132,422
+4,624
+4% +$110K 0.07% 270
2023
Q1 		$3.04M Buy
127,798
+3,068
+2% +$72.5K 0.08% 243
2022
Q4 		$2.92M Buy
124,730
+6,332
+5% +$148K 0.08% 249
2022
Q3 		$2.74M Sell
118,398
-664
-0.6% -$15.8K 0.08% 240
2022
Q2 		$2.83M Buy
119,062
+6,366
+6% +$152K 0.12% 177
2022
Q1 		$2.74M Buy
112,696
+4,118
+4% +$102K 0.09% 235
2021
Q4 		$2.75M Buy
108,578
+5,516
+5% +$140K 0.08% 274
2021
Q3 		$2.63M Sell
103,062
-950
-0.9% -$24.3K 0.08% 272
2021
Q2 		$2.66M Sell
104,012
-1,760
-2% -$45K 0.09% 271
2021
Q1 		$2.7M Buy
+105,772
New +$2.71M 0.1% 243

Other funds holding SCHJ

CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2025, closing a stake of 149,037 shares — an estimated $3.67M sold.

B. Riley Wealth Advisors first reported a position in SCHJ in Q1 2021 and held it in 17 quarters. The position peaked at $3.67M in Q1 2025. 121 funds tracked by Wall St. Rank hold SCHJ as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 149,037 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2025, an estimated $3.67M.
  • B. Riley Wealth Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $3.67M in Q1 2025.
  • 121 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2025.

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