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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$1.27K Buy
2022
Q1
$1.65M Buy
2021
Q4
$1.59M Buy
2021
Q3
$1.37M Buy
2014
Q3
Sell
2014
Q2
$2K Hold
2014
Q1
$3K Buy