BRWA
B. Riley Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
+92,724
| New | +$2.27M | 0.11% | 182 |
|
|
2024
Q4 | $5.66M | Buy |
244,284
+133,300
| +120% | +$3.09M | 0.19% | 119 |
|
|
2024
Q3 | $7.47M | Buy |
110,984
+5,035
| +5% | +$339K | 0.21% | 108 |
|
|
2024
Q2 | $6.83M | Buy |
105,949
+15,953
| +18% | +$1.03M | 0.17% | 122 |
|
|
2024
Q1 | $4.55M | Sell |
89,996
-8,603
| -9% | -$435K | 0.12% | 170 |
|
|
2023
Q4 | $5.56M | Buy |
98,599
+8,603
| +10% | +$485K | 0.15% | 154 |
|
|
2023
Q3 | $4.55M | Buy |
89,996
+3,562
| +4% | +$180K | 0.12% | 170 |
|
|
2023
Q2 | $4.53M | Sell |
86,434
-2,454
| -3% | -$129K | 0.1% | 202 |
|
|
2023
Q1 | $4.3M | Sell |
88,888
-11,894
| -12% | -$575K | 0.11% | 195 |
|
|
2022
Q4 | $4.55M | Sell |
100,782
-2,230
| -2% | -$101K | 0.13% | 179 |
|
|
2022
Q3 | $4.36M | Buy |
103,012
+19,591
| +23% | +$830K | 0.13% | 169 |
|
|
2022
Q2 | $3.73M | Sell |
83,421
-1,931
| -2% | -$86.2K | 0.16% | 140 |
|
|
2022
Q1 | $4.6M | Buy |
85,352
+23,722
| +38% | +$1.28M | 0.15% | 143 |
|
|
2021
Q4 | $7.02M | Sell |
61,630
-365
| -0.6% | -$41.5K | 0.2% | 104 |
|
|
2021
Q3 | $6.45M | Buy |
61,995
+1,796
| +3% | +$187K | 0.21% | 104 |
|
|
2021
Q2 | $6.26M | Buy |
60,199
+3,142
| +6% | +$327K | 0.2% | 111 |
|
|
2021
Q1 | $5.48M | Buy |
57,057
+21,897
| +62% | +$2.1M | 0.19% | 125 |
|
|
2020
Q4 | $3.2M | Sell |
35,160
-967
| -3% | -$88K | 0.17% | 136 |
|
|
2020
Q3 | $2.9M | Buy |
36,127
+673
| +2% | +$54K | 0.15% | 152 |
|
|
2020
Q2 | $2.63M | Buy |
35,454
+227
| +0.6% | +$16.8K | 0.18% | 137 |
|
|
2020
Q1 | $2.16M | Sell |
35,227
-956
| -3% | -$58.6K | 0.18% | 131 |
|
|
2019
Q4 | $2.78M | Buy |
36,183
+933
| +3% | +$71.7K | 0.24% | 95 |
|
|
2019
Q3 | $2.5M | Sell |
35,250
-1,046
| -3% | -$74.2K | 0.25% | 88 |
|
|
2019
Q2 | $2.55M | Buy |
36,296
+1,561
| +4% | +$110K | 0.28% | 80 |
|
|
2019
Q1 | $2.35M | Sell |
34,735
-167
| -0.5% | -$11.3K | 0.29% | 79 |
|
|
2018
Q4 | $2.08M | Sell |
34,902
-1,675
| -5% | -$100K | 0.3% | 74 |
|
|
2018
Q3 | $2.55M | Sell |
36,577
-617
| -2% | -$42.9K | 0.3% | 68 |
|
|
2018
Q2 | $2.42M | Buy |
37,194
+3,191
| +9% | +$207K | 0.32% | 65 |
|
|
2018
Q1 | $2.15M | Buy |
34,003
+437
| +1% | +$27.6K | 0.3% | 81 |
|
|
2017
Q4 | $2.14M | Buy |
33,566
+8,369
| +33% | +$534K | 0.29% | 92 |
|
|
2017
Q3 | $1.51M | Buy |
25,197
+5,974
| +31% | +$359K | 0.25% | 106 |
|
|
2017
Q2 | $1.11M | Buy |
19,223
+1,585
| +9% | +$91.6K | 0.2% | 135 |
|
|
2017
Q1 | $993K | Sell |
17,638
-8,743
| -33% | -$492K | 0.2% | 126 |
|
|
2016
Q4 | $1.41M | Buy |
26,381
+4,034
| +18% | +$215K | 0.29% | 94 |
|
|
2016
Q3 | $823K | Sell |
22,347
-38,917
| -64% | -$1.43M | 0.16% | 164 |
|
|
2016
Q2 | $2.48M | Buy |
61,264
+10,718
| +21% | +$434K | 0.5% | 40 |
|
|
2016
Q1 | $1.96M | Buy |
50,546
+2,679
| +6% | +$104K | 0.45% | 54 |
|
|
2015
Q4 | $2.33M | Buy |
47,867
+35,580
| +290% | +$1.73M | 0.47% | 47 |
|
|
2015
Q3 | $563K | Buy |
12,287
+5,088
| +71% | +$233K | 0.14% | 212 |
|
|
2015
Q2 | $355K | Buy |
7,199
+750
| +12% | +$37K | 0.09% | 284 |
|
|
2015
Q1 | $320K | Buy |
6,449
+168
| +3% | +$8.34K | 0.08% | 332 |
|
|
2014
Q4 | $308 | Buy |
+6,281
| New | +$308 | 0.01% | 1108 |
|
|
2014
Q3 | – | Sell |
-22,489
| Closed | -$518K | – | 1673 |
|
|
2014
Q2 | $518K | Buy |
22,489
+8,452
| +60% | +$195K | 0.12% | 193 |
|
|
2014
Q1 | $628K | Sell |
14,037
-77
| -0.5% | -$3.45K | 0.19% | 126 |
|
|
2013
Q4 | $622K | Sell |
14,114
-955
| -6% | -$42.1K | 0.2% | 123 |
|
|
2013
Q3 | $606K | Sell |
15,069
-510
| -3% | -$20.5K | 0.21% | 116 |
|
|
2013
Q2 | $595K | Buy |
+15,579
| New | +$595K | 0.2% | 120 |
|