SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

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

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

Q2 2025
Shares 42,565 Value ($000) $1,178 Avg Close — Range —
Q4 2024
Shares 46,067 Value ($000) $1,201 Avg Close — Range —
Q3 2024
Shares 17,659 Value ($000) $1,417 Avg Close — Range —
Q2 2024
Shares 17,976 Value ($000) $1,340 Avg Close — Range —
Q1 2024
Shares 15,353 Value ($000) $990 Avg Close — Range —
Q4 2023
Shares 18,533 Value ($000) $1,299 Avg Close — Range —
Q3 2023
Shares 15,353 Value ($000) $990 Avg Close — Range —
Q2 2023
Shares 14,817 Value ($000) $994 Avg Close — Range —
Q1 2023
Shares 17,135 Value ($000) $1,124 Avg Close — Range —
Q4 2022
Shares 20,173 Value ($000) $1,332 Avg Close — Range —
Q3 2022
Shares 23,089 Value ($000) $1,352 Avg Close — Range —
Q2 2022
Shares 3,551 Value ($000) $223 Avg Close — Range —
Q4 2021
Shares 3,146 Value ($000) $232 Avg Close — Range —
Q2 2021
Shares 3,061 Value ($000) $210 Avg Close — Range —
Q4 2015
Shares 7,986 Value ($000) $339 Avg Close — Range —
Q4 2014
Shares 1,600 Value ($000) $71 Avg Close — Range —
Q2 2014
Shares 1,600 Value ($000) $68,528 Avg Close — Range —