SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

B. Riley Wealth Advisors, Inc.'s Holding History (CIK: 0001464811)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 128,260 Value ($000) $4,184 Avg Close Range
Q3 2025
Shares 108,307 Value ($000) $3,456 Avg Close Range
Q2 2025
Shares 75,152 Value ($000) $2,195 Avg Close Range
Q4 2024
Shares 77,335 Value ($000) $2,155 Avg Close Range
Q3 2024
Shares 21,277 Value ($000) $2,199 Avg Close Range
Q2 2024
Shares 18,396 Value ($000) $1,857 Avg Close Range
Q1 2024
Shares 21,175 Value ($000) $1,540 Avg Close Range
Q4 2023
Shares 18,962 Value ($000) $1,574 Avg Close Range
Q3 2023
Shares 21,175 Value ($000) $1,540 Avg Close Range
Q2 2023
Shares 19,903 Value ($000) $1,492 Avg Close Range
Q1 2023
Shares 17,085 Value ($000) $1,113 Avg Close Range
Q4 2022
Shares 19,015 Value ($000) $1,056 Avg Close Range
Q3 2022
Shares 12,060 Value ($000) $674 Avg Close Range
Q2 2022
Shares 8,926 Value ($000) $518 Avg Close Range
Q1 2022
Shares 12,683 Value ($000) $950 Avg Close Range
Q4 2021
Shares 6,279 Value ($000) $1,029 Avg Close Range
Q3 2021
Shares 6,100 Value ($000) $904 Avg Close Range
Q2 2021
Shares 6,234 Value ($000) $911 Avg Close Range
Q1 2021
Shares 6,193 Value ($000) $804 Avg Close Range
Q4 2020
Shares 2,969 Value ($000) $382 Avg Close Range
Q3 2020
Shares 2,767 Value ($000) $320 Avg Close Range
Q2 2020
Shares 3,206 Value ($000) $327 Avg Close Range
Q1 2020
Shares 3,911 Value ($000) $312 Avg Close Range
Q4 2019
Shares 3,011 Value ($000) $281 Avg Close Range
Q3 2019
Shares 3,459 Value ($000) $291 Avg Close Range
Q2 2019
Shares 3,467 Value ($000) $290 Avg Close Range
Q1 2019
Shares 2,856 Value ($000) $228 Avg Close Range
Q4 2014
Shares 306 Value ($000) $16 Avg Close Range
Q2 2014
Shares 14,595 Value ($000) $351,011 Avg Close Range
Q1 2014
Shares 8,908 Value ($000) $410 Avg Close Range
Q4 2013
Shares 8,943 Value ($000) $405 Avg Close Range
Q3 2013
Shares 11,151 Value ($000) $458 Avg Close Range
Q2 2013
Shares 11,311 Value ($000) $431 Avg Close Range