B. Riley Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

B. Riley Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$388	Buy	19,910 +8,762	+79%	+$187K	﹤0.01%	470
2022 Q1	$264K	Buy	11,148 +404	+4%	+$9.54K	0.02%	485
2021 Q4	$275K	Sell	10,744 -228	-2%	-$5.9K	0.02%	496
2021 Q3	$275K	Buy	+10,972	New	+$279K	0.02%	479

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

B. Riley Wealth Management's SCHA Position: Q2 2022 in Review

B. Riley Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 79% in Q2 2022, buying an estimated $187K and bringing the position to 19,910 shares worth $388. The position accounts for ﹤0.01% of the portfolio, ranked #470.

B. Riley Wealth Management first reported a position in SCHA in Q3 2021 and has held it in 4 quarters since. The position peaked at $275K in Q4 2021. 881 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

B. Riley Wealth Management held 19,910 shares of Schwab U.S Small- Cap ETF worth $388 as of Q2 2022.
B. Riley Wealth Management bought 8,762 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $187K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #470 holding.
B. Riley Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2021 and has held it in 4 quarters since.
B. Riley Wealth Management's Schwab U.S Small- Cap ETF position peaked at $275K in Q4 2021.
881 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.