B. Riley Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $487K | Buy |
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|
2025
Q2 | $436K | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.47M | Sell |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $974K | Buy |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.99M | Sell |
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|
2021
Q3 | $1.91M | Buy |
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|
2021
Q2 | $1.89M | Buy |
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|
2021
Q1 | $1.7M | Buy |
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|
2020
Q4 | $512K | Sell |
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|
2020
Q3 | $443K | Buy |
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|
2020
Q2 | $227K | Sell |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $331K | Buy |
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|
2019
Q3 | $268K | Sell |
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|
2019
Q2 | $301K | Sell |
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|
2019
Q1 | $536K | Sell |
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|
2018
Q4 | $477K | Sell |
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|
2018
Q3 | $610K | Buy |
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|
2018
Q2 | $541K | Buy |
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|
2018
Q1 | $370K | Buy |
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|
2017
Q4 | $364K | Buy |
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|
2017
Q3 | $214K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $269K | Sell |
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|
2016
Q2 | $454K | Buy |
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|
2016
Q1 | $370K | Buy |
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|
2015
Q4 | $292K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $95 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $445K | Buy |
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|
2014
Q1 | $536K | Sell |
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|
2013
Q4 | $521K | Sell |
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|
2013
Q3 | $559K | Buy |
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|
2013
Q2 | $385K | Buy |
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