BRWA
SCHV

B. Riley Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

B. Riley Wealth Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-42,565
Closed -$1.18M – 1168
2025
Q2 		$1.18M Sell
42,565
-993
-2% -$26.1K 0.06% 315
2025
Q1 		$1.16M Sell
43,558
-2,509
-5% -$67.3K 0.03% 462
2024
Q4 		$1.2M Sell
46,067
-6,910
-13% -$187K 0.04% 397
2024
Q3 		$1.42M Sell
52,977
-951
-2% -$24.4K 0.04% 404
2024
Q2 		$1.34M Buy
53,928
+7,869
+17% +$194K 0.03% 447
2024
Q1 		$990K Sell
46,059
-9,540
-17% -$229K 0.03% 526
2023
Q4 		$1.3M Buy
55,599
+9,540
+21% +$209K 0.04% 460
2023
Q3 		$990K Buy
46,059
+1,608
+4% +$36.1K 0.03% 526
2023
Q2 		$994K Sell
44,451
-6,954
-14% -$152K 0.02% 569
2023
Q1 		$1.12M Sell
51,405
-9,114
-15% -$203K 0.03% 509
2022
Q4 		$1.33M Sell
60,519
-8,748
-13% -$189K 0.04% 449
2022
Q3 		$1.35M Buy
69,267
+58,614
+550% +$1.26M 0.04% 415
2022
Q2 		$223K Buy
+10,653
New +$239K 0.01% 1001
2022
Q1 		– Sell
-9,438
Closed -$232K – 1487
2021
Q4 		$232K Buy
+9,438
New +$224K 0.01% 1203
2021
Q3 		– Sell
-9,183
Closed -$210K – 1463
2021
Q2 		$210K Buy
+9,183
New +$208K 0.01% 1197
2016
Q1 		– Sell
-23,958
Closed -$339K – 607
2015
Q4 		$339K Buy
+23,958
New +$340K 0.07% 329
2015
Q1 		– Sell
-4,800
Closed -$71K – 1733
2014
Q4 		$71K Buy
+4,800
New +$69.2K ﹤0.01% 1912
2014
Q3 		– Sell
-4,800
Closed -$68.5K – 1671
2014
Q2 		$68.5K Buy
+4,800
New +$66.9K 0.02% 884

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

B. Riley Wealth Advisors's SCHV Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 42,565 shares — an estimated $1.18M sold.

B. Riley Wealth Advisors first reported a position in SCHV in Q2 2014 and held it in 18 quarters. The position peaked at $1.42M in Q3 2024. 868 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 42,565 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $1.18M.
  • B. Riley Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2014 and held it in 18 quarters.
  • B. Riley Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $1.42M in Q3 2024.
  • 868 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.