SCHWAB STRATEGIC TR

Ticker: SCHJ CUSIP: 808524714 Class: 1 5YR CORP BD

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

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

Q4 2024
Shares 133,515 Value ($000) $3,254 Avg Close Range
Q3 2024
Shares 72,148 Value ($000) $3,578 Avg Close Range
Q2 2024
Shares 72,874 Value ($000) $3,518 Avg Close Range
Q1 2024
Shares 65,128 Value ($000) $3,059 Avg Close Range
Q4 2023
Shares 68,198 Value ($000) $3,299 Avg Close Range
Q3 2023
Shares 65,128 Value ($000) $3,059 Avg Close Range
Q2 2023
Shares 66,211 Value ($000) $3,130 Avg Close Range
Q1 2023
Shares 63,899 Value ($000) $3,039 Avg Close Range
Q4 2022
Shares 62,365 Value ($000) $2,924 Avg Close Range
Q3 2022
Shares 59,199 Value ($000) $2,741 Avg Close Range
Q2 2022
Shares 59,531 Value ($000) $2,827 Avg Close Range
Q1 2022
Shares 56,348 Value ($000) $2,737 Avg Close Range
Q4 2021
Shares 54,289 Value ($000) $2,745 Avg Close Range
Q3 2021
Shares 51,531 Value ($000) $2,632 Avg Close Range
Q2 2021
Shares 52,006 Value ($000) $2,662 Avg Close Range
Q1 2021
Shares 52,886 Value ($000) $2,697 Avg Close Range