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B. Riley Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

B. Riley Wealth Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,204
Closed -$487K – 1085
2025
Q4 		$487K Sell
16,204
-215
-1% -$6.41K 0.02% 528
2025
Q3 		$487K Buy
16,419
+858
+6% +$25K 0.02% 542
2025
Q2 		$436K Buy
+15,561
New +$411K 0.02% 575
2024
Q4 		$1.16M Buy
41,754
+306
+0.7% +$8.72K 0.04% 408
2024
Q3 		$1.14M Buy
41,448
+240
+0.6% +$6.38K 0.03% 466
2024
Q2 		$1.07M Sell
41,208
-6,546
-14% -$171K 0.03% 509
2024
Q1 		$1.08M Buy
47,754
+6,996
+17% +$178K 0.03% 502
2023
Q4 		$1.02M Sell
40,758
-6,996
-15% -$160K 0.03% 519
2023
Q3 		$1.08M Buy
47,754
+255
+0.5% +$6.04K 0.03% 502
2023
Q2 		$1.12M Buy
47,499
+270
+0.6% +$6.08K 0.03% 524
2023
Q1 		$1.07M Sell
47,229
-20,037
-30% -$461K 0.03% 525
2022
Q4 		$1.47M Sell
67,266
-114
-0.2% -$2.5K 0.04% 424
2022
Q3 		$1.36M Buy
67,380
+20,829
+45% +$465K 0.04% 411
2022
Q2 		$974K Buy
46,551
+4,509
+11% +$104K 0.04% 431
2022
Q1 		$1.06M Sell
42,042
-32,232
-43% -$808K 0.03% 466
2021
Q4 		$1.99M Sell
74,274
-612
-0.8% -$16.3K 0.06% 349
2021
Q3 		$1.91M Buy
74,886
+2,406
+3% +$62.9K 0.06% 344
2021
Q2 		$1.89M Buy
72,480
+4,089
+6% +$106K 0.06% 349
2021
Q1 		$1.7M Buy
68,391
+45,894
+204% +$1.11M 0.06% 349
2020
Q4 		$512K Sell
22,497
-1,527
-6% -$31.8K 0.03% 537
2020
Q3 		$443K Buy
24,024
+11,100
+86% +$206K 0.02% 578
2020
Q2 		$227K Sell
12,924
-1,590
-11% -$25.9K 0.02% 732
2020
Q1 		$204K Sell
14,514
-1,968
-12% -$36K 0.02% 668
2019
Q4 		$331K Buy
16,482
+2,274
+16% +$44K 0.03% 559
2019
Q3 		$268K Sell
14,208
-1,599
-10% -$30.2K 0.03% 630
2019
Q2 		$301K Sell
15,807
-13,176
-45% -$246K 0.03% 563
2019
Q1 		$536K Sell
28,983
-864
-3% -$15.4K 0.07% 318
2018
Q4 		$477K Sell
29,847
-1,758
-6% -$30.7K 0.07% 310
2018
Q3 		$610K Buy
31,605
+2,085
+7% +$39.7K 0.07% 302
2018
Q2 		$541K Buy
29,520
+8,544
+41% +$155K 0.07% 304
2018
Q1 		$370K Buy
20,976
+510
+2% +$9.16K 0.05% 390
2017
Q4 		$364K Buy
20,466
+7,662
+60% +$132K 0.05% 384
2017
Q3 		$214K Buy
+12,804
New +$208K 0.04% 477
2016
Q4 		– Sell
-18,483
Closed -$269K – 630
2016
Q3 		$269K Sell
18,483
-13,881
-43% -$201K 0.05% 440
2016
Q2 		$454K Buy
32,364
+5,046
+18% +$69.5K 0.09% 275
2016
Q1 		$370K Buy
27,318
+5,517
+25% +$69.6K 0.09% 296
2015
Q4 		$292K Buy
+21,801
New +$296K 0.06% 371
2015
Q1 		– Sell
-7,008
Closed -$95 – 1732
2014
Q4 		$95 Buy
+7,008
New +$92.3K ﹤0.01% 1775
2014
Q3 		– Sell
-66,777
Closed -$445K – 1670
2014
Q2 		$445K Buy
66,777
+25,128
+60% +$324K 0.1% 213
2014
Q1 		$536K Sell
41,649
-132
-0.3% -$1.67K 0.16% 142
2013
Q4 		$521K Sell
41,781
-6,702
-14% -$80.5K 0.17% 147
2013
Q3 		$559K Buy
48,483
+12,342
+34% +$139K 0.19% 126
2013
Q2 		$385K Buy
+36,141
New +$385K 0.13% 183

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Advisors's SCHM Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 16,204 shares — an estimated $487K sold.

B. Riley Wealth Advisors first reported a position in SCHM in Q2 2013 and held it in 43 quarters. The position peaked at $1.99M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 16,204 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $487K.
  • B. Riley Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and held it in 43 quarters.
  • B. Riley Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $1.99M in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.