SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 16,204 Value ($000) $487 Avg Close — Range —
Q3 2025
Shares 16,419 Value ($000) $487 Avg Close — Range —
Q2 2025
Shares 15,561 Value ($000) $436 Avg Close — Range —
Q4 2024
Shares 41,754 Value ($000) $1,157 Avg Close — Range —
Q3 2024
Shares 13,816 Value ($000) $1,140 Avg Close — Range —
Q2 2024
Shares 13,736 Value ($000) $1,073 Avg Close — Range —
Q1 2024
Shares 15,918 Value ($000) $1,077 Avg Close — Range —
Q4 2023
Shares 13,586 Value ($000) $1,023 Avg Close — Range —
Q3 2023
Shares 15,918 Value ($000) $1,077 Avg Close — Range —
Q2 2023
Shares 15,833 Value ($000) $1,125 Avg Close — Range —
Q1 2023
Shares 15,743 Value ($000) $1,068 Avg Close — Range —
Q4 2022
Shares 22,422 Value ($000) $1,471 Avg Close — Range —
Q3 2022
Shares 22,460 Value ($000) $1,360 Avg Close — Range —
Q2 2022
Shares 15,517 Value ($000) $974 Avg Close — Range —
Q1 2022
Shares 14,014 Value ($000) $1,064 Avg Close — Range —
Q4 2021
Shares 24,758 Value ($000) $1,992 Avg Close — Range —
Q3 2021
Shares 24,962 Value ($000) $1,914 Avg Close — Range —
Q2 2021
Shares 24,160 Value ($000) $1,891 Avg Close — Range —
Q1 2021
Shares 22,797 Value ($000) $1,697 Avg Close — Range —
Q4 2020
Shares 7,499 Value ($000) $512 Avg Close — Range —
Q3 2020
Shares 8,008 Value ($000) $443 Avg Close — Range —
Q2 2020
Shares 4,308 Value ($000) $227 Avg Close — Range —
Q1 2020
Shares 4,838 Value ($000) $204 Avg Close — Range —
Q4 2019
Shares 5,494 Value ($000) $331 Avg Close — Range —
Q3 2019
Shares 4,736 Value ($000) $268 Avg Close — Range —
Q2 2019
Shares 5,269 Value ($000) $301 Avg Close — Range —
Q1 2019
Shares 9,661 Value ($000) $536 Avg Close — Range —
Q4 2018
Shares 9,949 Value ($000) $477 Avg Close — Range —
Q3 2018
Shares 10,535 Value ($000) $610 Avg Close — Range —
Q2 2018
Shares 9,840 Value ($000) $541 Avg Close — Range —
Q1 2018
Shares 6,992 Value ($000) $370 Avg Close — Range —
Q4 2017
Shares 6,822 Value ($000) $364 Avg Close — Range —
Q3 2017
Shares 4,268 Value ($000) $214 Avg Close — Range —
Q3 2016
Shares 6,161 Value ($000) $269 Avg Close — Range —
Q2 2016
Shares 10,788 Value ($000) $454 Avg Close — Range —
Q1 2016
Shares 9,106 Value ($000) $370 Avg Close — Range —
Q4 2015
Shares 7,267 Value ($000) $292 Avg Close — Range —
Q4 2014
Shares 2,336 Value ($000) $95 Avg Close — Range —
Q2 2014
Shares 22,259 Value ($000) $444,781 Avg Close — Range —
Q1 2014
Shares 13,883 Value ($000) $536 Avg Close — Range —
Q4 2013
Shares 13,927 Value ($000) $521 Avg Close — Range —
Q3 2013
Shares 16,161 Value ($000) $559 Avg Close — Range —
Q2 2013
Shares 12,047 Value ($000) $385 Avg Close — Range —