B. Riley Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
+13,192
| New | +$307K | 0.01% | 686 |
|
|
2024
Q4 | $610K | Sell |
26,889
-863
| -3% | -$19.6K | 0.02% | 624 |
|
|
2024
Q3 | $658K | Sell |
27,752
-2,318
| -8% | -$55K | 0.02% | 642 |
|
|
2024
Q2 | $685K | Buy |
30,070
+5,978
| +25% | +$136K | 0.02% | 681 |
|
|
2024
Q1 | $533K | Buy |
24,092
+900
| +4% | +$19.9K | 0.01% | 759 |
|
|
2023
Q4 | $541K | Sell |
23,192
-900
| -4% | -$21K | 0.01% | 767 |
|
|
2023
Q3 | $533K | Buy |
24,092
+2,306
| +11% | +$51K | 0.01% | 759 |
|
|
2023
Q2 | $503K | Sell |
21,786
-3,572
| -14% | -$82.4K | 0.01% | 851 |
|
|
2023
Q1 | $595K | Sell |
25,358
-7,970
| -24% | -$187K | 0.02% | 734 |
|
|
2022
Q4 | $761K | Sell |
33,328
-13,918
| -29% | -$318K | 0.02% | 637 |
|
|
2022
Q3 | $1.07M | Sell |
47,246
-18,984
| -29% | -$430K | 0.03% | 484 |
|
|
2022
Q2 | $1.59M | Buy |
66,230
+96
| +0.1% | +$2.3K | 0.07% | 296 |
|
|
2022
Q1 | $1.67M | Sell |
66,134
-3,832
| -5% | -$96.9K | 0.05% | 342 |
|
|
2021
Q4 | $1.89M | Sell |
69,966
-6,902
| -9% | -$186K | 0.05% | 372 |
|
|
2021
Q3 | $2.09M | Buy |
76,868
+7,260
| +10% | +$197K | 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% | +$258K | 0.07% | 303 |
|
|
2020
Q4 | $1.82M | Sell |
64,974
-2,282
| -3% | -$64K | 0.1% | 218 |
|
|
2020
Q3 | $1.89M | Buy |
67,256
+5,410
| +9% | +$152K | 0.1% | 206 |
|
|
2020
Q2 | $1.74M | Buy |
61,846
+1,056
| +2% | +$29.7K | 0.12% | 189 |
|
|
2020
Q1 | $1.65M | Sell |
60,790
-1,420
| -2% | -$38.5K | 0.14% | 155 |
|
|
2019
Q4 | $1.66M | Buy |
62,210
+2,436
| +4% | +$65.1K | 0.14% | 165 |
|
|
2019
Q3 | $1.61M | Buy |
59,774
+4,564
| +8% | +$123K | 0.16% | 149 |
|
|
2019
Q2 | $1.46M | Buy |
55,210
+2,400
| +5% | +$63.6K | 0.16% | 137 |
|
|
2019
Q1 | $1.37M | Buy |
52,810
+688
| +1% | +$17.8K | 0.17% | 131 |
|
|
2018
Q4 | $1.32M | Buy |
52,122
+526
| +1% | +$13.3K | 0.19% | 125 |
|
|
2018
Q3 | $1.3M | Buy |
51,596
+3,520
| +7% | +$88.5K | 0.15% | 147 |
|
|
2018
Q2 | $1.22M | Buy |
48,076
+5,318
| +12% | +$135K | 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% | -$374K | 0.15% | 167 |
|
|
2016
Q4 | $1.13M | Buy |
43,758
+9,554
| +28% | +$246K | 0.23% | 112 |
|
|
2016
Q3 | $628K | Buy |
34,204
+8,602
| +34% | +$158K | 0.12% | 206 |
|
|
2016
Q2 | $402K | Buy |
25,602
+238
| +0.9% | +$3.74K | 0.08% | 308 |
|
|
2016
Q1 | $391K | Buy |
25,364
+5,092
| +25% | +$78.5K | 0.09% | 277 |
|
|
2015
Q4 | $523K | Buy |
20,272
+9,702
| +92% | +$250K | 0.11% | 237 |
|
|
2015
Q3 | $276K | Buy |
10,570
+1,638
| +18% | +$42.8K | 0.07% | 379 |
|
|
2015
Q2 | $232K | Buy |
8,932
+1,234
| +16% | +$32.1K | 0.06% | 406 |
|
|
2015
Q1 | $204K | Buy |
7,698
+300
| +4% | +$7.95K | 0.05% | 457 |
|
|
2014
Q4 | $194 | Buy |
+7,398
| New | +$194 | ﹤0.01% | 1392 |
|