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B. Riley Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

B. Riley Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,070
Closed -$209K – 690
2021
Q4 		$209K Buy
+11,070
New +$204K 0.01% 573

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B. Riley Wealth Management's SCHB Position: Q1 2022 in Review

B. Riley Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2022, closing a stake of 11,070 shares — an estimated $209K sold.

B. Riley Wealth Management first reported a position in SCHB in Q4 2021 and held it in 1 quarter. The position peaked at $209K in Q4 2021. 889 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

  • B. Riley Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 11,070 Schwab US Broad Market ETF shares in Q1 2022, an estimated $209K.
  • B. Riley Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 1 quarter.
  • B. Riley Wealth Management's Schwab US Broad Market ETF position peaked at $209K in Q4 2021.
  • 889 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.