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

B. Riley Wealth Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15M	Buy	39,356 +423	+1%	+$12.1K	0.06%	286
2026 Q1	$970K	Sell	38,933 -52,369	-57%	-$1.4M	0.06%	296
2025 Q4	$2.46M	Sell	91,302 -2,100	-2%	-$56.1K	0.11%	179
2025 Q3	$2.46M	Buy	93,402 +678	+0.7%	+$17.2K	0.11%	176
2025 Q2	$2.27M	Buy	+92,724	New	+$2.1M	0.11%	189
2024 Q4	$5.66M	Sell	244,284 -88,668	-27%	-$2.07M	0.19%	119
2024 Q3	$7.47M	Buy	332,952 +15,105	+5%	+$329K	0.21%	108
2024 Q2	$6.83M	Buy	317,847 +47,859	+18%	+$989K	0.17%	122
2024 Q1	$4.55M	Sell	269,988 -25,809	-9%	-$508K	0.12%	170
2023 Q4	$5.56M	Buy	295,797 +25,809	+10%	+$453K	0.15%	154
2023 Q3	$4.55M	Buy	269,988 +10,686	+4%	+$187K	0.12%	170
2023 Q2	$4.53M	Sell	259,302 -7,362	-3%	-$122K	0.1%	202
2023 Q1	$4.3M	Sell	266,664 -35,682	-12%	-$562K	0.11%	195
2022 Q4	$4.55M	Sell	302,346 -6,690	-2%	-$101K	0.13%	179
2022 Q3	$4.36M	Buy	309,036 +58,773	+23%	+$922K	0.13%	169
2022 Q2	$3.73M	Sell	250,263 -5,793	-2%	-$93.9K	0.16%	140
2022 Q1	$4.6M	Sell	256,056 -113,724	-31%	-$2.01M	0.15%	143
2021 Q4	$7.01M	Sell	369,780 -2,190	-0.6%	-$40.5K	0.2%	104
2021 Q3	$6.45M	Buy	371,970 +10,776	+3%	+$192K	0.21%	104
2021 Q2	$6.26M	Buy	361,194 +18,852	+6%	+$318K	0.2%	111
2021 Q1	$5.48M	Buy	342,342 +131,382	+62%	+$2.06M	0.19%	125
2020 Q4	$3.2M	Sell	210,960 -5,802	-3%	-$83K	0.17%	136
2020 Q3	$2.9M	Buy	216,762 +4,038	+2%	+$53.6K	0.15%	152
2020 Q2	$2.63M	Buy	212,724 +1,362	+0.6%	+$15.9K	0.18%	137
2020 Q1	$2.16M	Sell	211,362 -5,736	-3%	-$69.7K	0.18%	131
2019 Q4	$2.78M	Buy	217,098 +5,598	+3%	+$68.6K	0.24%	95
2019 Q3	$2.5M	Sell	211,500 -6,276	-3%	-$74K	0.25%	88
2019 Q2	$2.55M	Buy	217,776 +9,366	+4%	+$108K	0.28%	80
2019 Q1	$2.35M	Sell	208,410 -1,002	-0.5%	-$10.9K	0.29%	79
2018 Q4	$2.08M	Sell	209,412 -10,050	-5%	-$108K	0.3%	74
2018 Q3	$2.54M	Sell	219,462 -3,702	-2%	-$42.1K	0.3%	68
2018 Q2	$2.42M	Buy	223,164 +19,146	+9%	+$206K	0.32%	65
2018 Q1	$2.15M	Buy	204,018 +2,622	+1%	+$28.5K	0.3%	81
2017 Q4	$2.14M	Buy	201,396 +50,214	+33%	+$520K	0.29%	92
2017 Q3	$1.51M	Buy	151,182 +35,844	+31%	+$352K	0.25%	106
2017 Q2	$1.11M	Buy	115,338 +9,510	+9%	+$90.7K	0.2%	135
2017 Q1	$993K	Sell	105,828 -52,458	-33%	-$485K	0.2%	126
2016 Q4	$1.41M	Buy	158,286 +24,204	+18%	+$210K	0.29%	94
2016 Q3	$823K	Sell	134,082 -233,502	-64%	-$2M	0.16%	164
2016 Q2	$2.48M	Buy	367,584 +64,308	+21%	+$529K	0.5%	40
2016 Q1	$1.96M	Buy	303,276 +16,074	+6%	+$124K	0.45%	54
2015 Q4	$2.33M	Buy	287,202 +213,480	+290%	+$1.74M	0.47%	47
2015 Q3	$563K	Buy	73,722 +30,528	+71%	+$247K	0.14%	212
2015 Q2	$355K	Buy	43,194 +4,500	+12%	+$37.8K	0.09%	284
2015 Q1	$320K	Buy	38,694 +1,008	+3%	+$8.3K	0.08%	332
2014 Q4	$308	Buy	+37,686	New	+$301K	0.01%	1108
2014 Q3	–	Sell	-134,934	Closed	-$518K	–	1672
2014 Q2	$518K	Buy	134,934 +50,712	+60%	+$384K	0.12%	193
2014 Q1	$628K	Sell	84,222 -462	-0.5%	-$3.38K	0.19%	126
2013 Q4	$622K	Sell	84,684 -5,730	-6%	-$40.4K	0.2%	123
2013 Q3	$606K	Sell	90,414 -3,060	-3%	-$20.4K	0.21%	116
2013 Q2	$595K	Buy	+93,474	New	+$598K	0.2%	120

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 1.1% in Q2 2026, buying an estimated $12.1K and bringing the position to 39,356 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #286.

B. Riley Wealth Advisors first reported a position in SCHX in Q2 2013 and has held it in 51 quarters since. The position peaked at $7.47M in Q3 2024. 604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

B. Riley Wealth Advisors held 39,356 shares of Schwab US Large- Cap ETF worth $1.15M as of Q2 2026.
B. Riley Wealth Advisors bought 423 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $12.1K.
Schwab US Large- Cap ETF made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #286 holding.
B. Riley Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 51 quarters since.
B. Riley Wealth Advisors's Schwab US Large- Cap ETF position peaked at $7.47M in Q3 2024.
604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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