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B. Riley Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

B. Riley Wealth Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$398K Buy
17,115
+2,616
+18% +$60.5K 0.02% 534
2026
Q1 		$336K Sell
14,499
-225
-2% -$5.27K 0.02% 548
2025
Q4 		$344K Buy
14,724
+226
+2% +$5.31K 0.02% 657
2025
Q3 		$340K Buy
14,498
+1,306
+10% +$30.3K 0.02% 667
2025
Q2 		$307K Buy
+13,192
New +$303K 0.01% 704
2024
Q4 		$610K Sell
26,889
-863
-3% -$19.9K 0.02% 624
2024
Q3 		$658K Sell
27,752
-2,318
-8% -$54.3K 0.02% 642
2024
Q2 		$685K Buy
30,070
+5,978
+25% +$135K 0.02% 681
2024
Q1 		$533K Buy
24,092
+900
+4% +$20.7K 0.01% 759
2023
Q4 		$541K Sell
23,192
-900
-4% -$20.1K 0.01% 767
2023
Q3 		$533K Buy
24,092
+2,306
+11% +$52.3K 0.01% 759
2023
Q2 		$503K Sell
21,786
-3,572
-14% -$83.1K 0.01% 851
2023
Q1 		$595K Sell
25,358
-7,970
-24% -$185K 0.02% 734
2022
Q4 		$761K Sell
33,328
-13,918
-29% -$317K 0.02% 637
2022
Q3 		$1.07M Sell
47,246
-18,984
-29% -$452K 0.03% 484
2022
Q2 		$1.59M Buy
66,230
+96
+0.1% +$2.32K 0.07% 296
2022
Q1 		$1.67M Sell
66,134
-3,832
-5% -$99.5K 0.05% 342
2021
Q4 		$1.89M Sell
69,966
-6,902
-9% -$187K 0.05% 372
2021
Q3 		$2.09M Buy
76,868
+7,260
+10% +$199K 0.07% 322
2021
Q2 		$1.9M Sell
69,608
-4,922
-7% -$134K 0.06% 347
2021
Q1 		$2.01M Buy
74,530
+9,556
+15% +$262K 0.07% 303
2020
Q4 		$1.82M Sell
64,974
-2,282
-3% -$63.8K 0.1% 218
2020
Q3 		$1.89M Buy
67,256
+5,410
+9% +$153K 0.1% 206
2020
Q2 		$1.74M Buy
61,846
+1,056
+2% +$29.4K 0.12% 189
2020
Q1 		$1.65M Sell
60,790
-1,420
-2% -$38.3K 0.14% 155
2019
Q4 		$1.66M Buy
62,210
+2,436
+4% +$65.3K 0.14% 165
2019
Q3 		$1.61M Buy
59,774
+4,564
+8% +$122K 0.16% 149
2019
Q2 		$1.46M Buy
55,210
+2,400
+5% +$62.4K 0.16% 137
2019
Q1 		$1.37M Buy
52,810
+688
+1% +$17.6K 0.17% 131
2018
Q4 		$1.32M Buy
52,122
+526
+1% +$13.1K 0.19% 125
2018
Q3 		$1.3M Buy
51,596
+3,520
+7% +$88.9K 0.15% 147
2018
Q2 		$1.22M Buy
48,076
+5,318
+12% +$134K 0.16% 152
2018
Q1 		$1.09M Buy
42,758
+404
+1% +$10.3K 0.15% 154
2017
Q4 		$1.1M Buy
42,354
+6,914
+20% +$180K 0.15% 164
2017
Q3 		$928K Buy
35,440
+1,184
+3% +$31K 0.15% 151
2017
Q2 		$895K Buy
34,256
+4,930
+17% +$129K 0.16% 165
2017
Q1 		$760K Sell
29,326
-14,432
-33% -$373K 0.15% 167
2016
Q4 		$1.13M Buy
43,758
+9,554
+28% +$250K 0.23% 112
2016
Q3 		$628K Buy
34,204
+8,602
+34% +$231K 0.12% 206
2016
Q2 		$402K Buy
25,602
+238
+0.9% +$6.31K 0.08% 308
2016
Q1 		$391K Buy
25,364
+5,092
+25% +$133K 0.09% 277
2015
Q4 		$523K Buy
20,272
+9,702
+92% +$251K 0.11% 237
2015
Q3 		$276K Buy
10,570
+1,638
+18% +$42.5K 0.07% 379
2015
Q2 		$232K Buy
8,932
+1,234
+16% +$32.3K 0.06% 406
2015
Q1 		$204K Buy
7,698
+300
+4% +$7.91K 0.05% 457
2014
Q4 		$194 Buy
+7,398
New +$193K ﹤0.01% 1393

Other funds holding SCHZ

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM

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

B. Riley Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 18% in Q2 2026, buying an estimated $60.5K and bringing the position to 17,115 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #534.

B. Riley Wealth Advisors first reported a position in SCHZ in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.09M in Q3 2021. 185 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • B. Riley Wealth Advisors held 17,115 shares of Schwab US Aggregate Bond ETF worth $398K as of Q2 2026.
  • B. Riley Wealth Advisors bought 2,616 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $60.5K.
  • Schwab US Aggregate Bond ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #534 holding.
  • B. Riley Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • B. Riley Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $2.09M in Q3 2021.
  • 185 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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