B. Riley Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.19M	Buy	57,222 +11,337	+25%	+$254K	0.12%	158
2022 Q1	$1.09M	Buy	45,885 +10,236	+29%	+$242K	0.08%	202
2021 Q4	$870K	Sell	35,649 -510	-1%	-$12.1K	0.06%	252
2021 Q3	$813K	Buy	+36,159	New	+$836K	0.06%	255
2020 Q3	–	Sell	-28,023	Closed	-$468K	–	512
2020 Q2	$468K	Buy	28,023 +1,509	+6%	+$24.6K	0.05%	232
2020 Q1	$391K	Buy	+26,514	New	+$486K	0.04%	307

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

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

B. Riley Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 25% in Q2 2022, buying an estimated $254K and bringing the position to 57,222 shares worth $1.19M. The position accounts for 0.12% of the portfolio, ranked #158.

B. Riley Wealth Management first reported a position in SCHV in Q1 2020 and has held it in 6 quarters since. 649 funds tracked by Wall St. Rank hold SCHV as of Q2 2022.

B. Riley Wealth Management held 57,222 shares of Schwab US Large-Cap Value ETF worth $1.19M as of Q2 2022.
B. Riley Wealth Management bought 11,337 Schwab US Large-Cap Value ETF shares in Q2 2022, an estimated $254K.
Schwab US Large-Cap Value ETF made up 0.12% of B. Riley Wealth Management's portfolio in Q2 2022, its #158 holding.
B. Riley Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and has held it in 6 quarters since.
649 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2022.

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