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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$1.19K Buy
2022
Q1
$1.09M Buy
2021
Q4
$870K Sell
2021
Q3
$813K Buy
2020
Q3
Sell
2020
Q2
$468K Buy
2020
Q1
$391K Buy