B. Riley Wealth Management’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.27K	Buy	20,145 +540	+3%	+$37.2K	﹤0.01%	266
2022 Q1	$1.65M	Buy	19,605 +701	+4%	+$61.7K	0.13%	158
2021 Q4	$1.59M	Buy	18,904 +137	+0.7%	+$11.1K	0.11%	174
2021 Q3	$1.37M	Buy	+18,767	New	+$1.34M	0.11%	186
2014 Q3	–	Sell	-97	Closed	-$2K	–	1149
2014 Q2	$2K	Hold	97	–	–	﹤0.01%	1039
2014 Q1	$3K	Buy	+97	New	+$2.54K	﹤0.01%	972

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

B. Riley Wealth Management increased its Charles Schwab (SCHW) stake by 2.8% in Q2 2022, buying an estimated $37.2K and bringing the position to 20,145 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

B. Riley Wealth Management first reported a position in SCHW in Q1 2014 and has held it in 6 quarters since. The position peaked at $1.65M in Q1 2022. 1,487 funds tracked by Wall St. Rank hold SCHW as of Q2 2022.

B. Riley Wealth Management held 20,145 shares of Charles Schwab worth $1.27K as of Q2 2022.
B. Riley Wealth Management bought 540 Charles Schwab shares in Q2 2022, an estimated $37.2K.
Charles Schwab made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #266 holding.
B. Riley Wealth Management first reported a position in Charles Schwab in Q1 2014 and has held it in 6 quarters since.
B. Riley Wealth Management's Charles Schwab position peaked at $1.65M in Q1 2022.
1,487 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2022.

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