B. Riley Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
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|
2024
Q4 | $610K | Sell |
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|
2024
Q3 | $658K | Sell |
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|
2024
Q2 | $685K | Buy |
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|
2024
Q1 | $533K | Buy |
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|
2023
Q4 | $541K | Sell |
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|
2023
Q3 | $533K | Buy |
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|
2023
Q2 | $503K | Sell |
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|
2023
Q1 | $595K | Sell |
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|
2022
Q4 | $761K | Sell |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | $1.67M | Sell |
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|
2021
Q4 | $1.89M | Sell |
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|
2021
Q3 | $2.09M | Buy |
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|
2021
Q2 | $1.9M | Sell |
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|
2021
Q1 | $2.01M | Buy |
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|
2020
Q4 | $1.82M | Sell |
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|
2020
Q3 | $1.89M | Buy |
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|
2020
Q2 | $1.74M | Buy |
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|
2020
Q1 | $1.65M | Sell |
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|
2019
Q4 | $1.66M | Buy |
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|
2019
Q3 | $1.61M | Buy |
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|
2019
Q2 | $1.46M | Buy |
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|
2019
Q1 | $1.37M | Buy |
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|
2018
Q4 | $1.32M | Buy |
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|
2018
Q3 | $1.3M | Buy |
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|
2018
Q2 | $1.22M | Buy |
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|
2018
Q1 | $1.09M | Buy |
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|
2017
Q4 | $1.1M | Buy |
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|
2017
Q3 | $928K | Buy |
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|
2017
Q2 | $895K | Buy |
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|
2017
Q1 | $760K | Sell |
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|
2016
Q4 | $1.13M | Buy |
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|
2016
Q3 | $628K | Buy |
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|
2016
Q2 | $402K | Buy |
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|
2016
Q1 | $391K | Buy |
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|
2015
Q4 | $523K | Buy |
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|
2015
Q3 | $276K | Buy |
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|
2015
Q2 | $232K | Buy |
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|
2015
Q1 | $204K | Buy |
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|
2014
Q4 | $194 | Buy |
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