BRWA
SCHW

B. Riley Wealth Advisors’s Charles Schwab SCHW Stock Holding History

B. Riley Wealth Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.34M Sell
14,792
-1,104
-7% -$101K 0.07% 244
2026
Q1 		$1.48M Sell
15,896
-1,959
-11% -$192K 0.09% 208
2025
Q4 		$1.78M Sell
17,855
-945
-5% -$89.7K 0.08% 225
2025
Q3 		$1.79M Buy
18,800
+1,907
+11% +$181K 0.08% 226
2025
Q2 		$1.54M Buy
+16,893
New +$1.41M 0.07% 253
2024
Q4 		$3.12M Sell
42,154
-1,630
-4% -$122K 0.1% 199
2024
Q3 		$2.8M Buy
43,784
+18,825
+75% +$1.24M 0.08% 246
2024
Q2 		$1.84M Sell
24,959
-14,997
-38% -$1.11M 0.05% 368
2024
Q1 		$2.19M Buy
39,956
+1,850
+5% +$122K 0.06% 320
2023
Q4 		$2.62M Sell
38,106
-1,850
-5% -$107K 0.07% 286
2023
Q3 		$2.19M Sell
39,956
-6,211
-13% -$375K 0.06% 320
2023
Q2 		$2.45M Sell
46,167
-4,697
-9% -$246K 0.06% 313
2023
Q1 		$2.52M Sell
50,864
-12,787
-20% -$936K 0.07% 291
2022
Q4 		$5.06M Buy
63,651
+8,932
+16% +$693K 0.14% 161
2022
Q3 		$3.73M Buy
54,719
+16,632
+44% +$1.15M 0.11% 191
2022
Q2 		$2.23M Sell
38,087
-1,462
-4% -$101K 0.09% 218
2022
Q1 		$3.09M Sell
39,549
-4,251
-10% -$374K 0.1% 213
2021
Q4 		$3.68M Sell
43,800
-96
-0.2% -$7.77K 0.11% 201
2021
Q3 		$3.2M Sell
43,896
-6,603
-13% -$472K 0.1% 227
2021
Q2 		$3.32M Buy
50,499
+14,356
+40% +$1.02M 0.11% 217
2021
Q1 		$2.3M Sell
36,143
-576
-2% -$34.9K 0.08% 279
2020
Q4 		$1.95M Buy
36,719
+3,545
+11% +$160K 0.1% 206
2020
Q3 		$1.2M Buy
33,174
+1,583
+5% +$55.1K 0.06% 284
2020
Q2 		$1.07M Sell
31,591
-5,358
-15% -$192K 0.07% 270
2020
Q1 		$1.24M Buy
36,949
+10,850
+42% +$455K 0.11% 197
2019
Q4 		$1.24M Sell
26,099
-1,232
-5% -$54.3K 0.11% 207
2019
Q3 		$1.14M Sell
27,331
-5,258
-16% -$212K 0.11% 200
2019
Q2 		$1.31M Buy
32,589
+7,039
+28% +$307K 0.14% 151
2019
Q1 		$1.09M Buy
25,550
+3,233
+14% +$146K 0.14% 169
2018
Q4 		$929K Buy
22,317
+369
+2% +$16.7K 0.13% 164
2018
Q3 		$1.08M Buy
21,948
+281
+1% +$14.3K 0.13% 175
2018
Q2 		$1.11M Buy
21,667
+2,219
+11% +$123K 0.15% 168
2018
Q1 		$1.02M Buy
19,448
+258
+1% +$13.8K 0.14% 167
2017
Q4 		$988K Buy
19,190
+529
+3% +$24.9K 0.13% 180
2017
Q3 		$818K Buy
18,661
+838
+5% +$34.8K 0.14% 166
2017
Q2 		$768K Buy
+17,823
New +$714K 0.14% 183
2016
Q1 		– Sell
-14,741
Closed -$487K – 606
2015
Q4 		$487K Buy
14,741
+6,862
+87% +$217K 0.1% 256
2015
Q3 		$226K Buy
+7,879
New +$253K 0.05% 436
2015
Q2 		– Sell
-10,742
Closed -$327K – 578
2015
Q1 		$327K Sell
10,742
-5,756
-35% -$167K 0.08% 326
2014
Q4 		$2.54K Buy
16,498
+7,500
+83% +$213K 0.05% 472
2014
Q3 		$264K Sell
8,998
-898
-9% -$25.4K 0.07% 405
2014
Q2 		$24.4K Buy
9,896
+398
+4% +$10.4K 0.01% 1380
2014
Q1 		$260K Buy
9,498
+1,200
+14% +$31.4K 0.08% 299
2013
Q4 		$216K Sell
8,298
-500
-6% -$11.9K 0.07% 319
2013
Q3 		$186K Hold
8,798
– – 0.06% 356
2013
Q2 		$187K Buy
+8,798
New +$163K 0.06% 352

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

B. Riley Wealth Advisors's SCHW Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Charles Schwab (SCHW) stake by 6.9% in Q2 2026, selling an estimated $101K and leaving 14,792 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #244.

B. Riley Wealth Advisors first reported a position in SCHW in Q2 2013 and has held it in 46 quarters since. The position peaked at $5.06M in Q4 2022. 581 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • B. Riley Wealth Advisors held 14,792 shares of Charles Schwab worth $1.34M as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,104 Charles Schwab shares in Q2 2026, an estimated $101K.
  • Charles Schwab made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #244 holding.
  • B. Riley Wealth Advisors first reported a position in Charles Schwab in Q2 2013 and has held it in 46 quarters since.
  • B. Riley Wealth Advisors's Charles Schwab position peaked at $5.06M in Q4 2022.
  • 581 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.