SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

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

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

Q2 2025
Shares 8,220 Value ($000) $202 Avg Close — Range —
Q4 2024
Shares 10,811 Value ($000) $256 Avg Close — Range —
Q3 2024
Shares 3,619 Value ($000) $259 Avg Close — Range —
Q2 2024
Shares 3,806 Value ($000) $256 Avg Close — Range —
Q1 2024
Shares 13,610 Value ($000) $762 Avg Close — Range —
Q4 2023
Shares 12,190 Value ($000) $755 Avg Close — Range —
Q3 2023
Shares 13,610 Value ($000) $762 Avg Close — Range —
Q2 2023
Shares 13,119 Value ($000) $755 Avg Close — Range —
Q1 2023
Shares 13,528 Value ($000) $743 Avg Close — Range —
Q4 2022
Shares 14,357 Value ($000) $767 Avg Close — Range —
Q3 2022
Shares 10,353 Value ($000) $495 Avg Close — Range —
Q2 2022
Shares 10,806 Value ($000) $551 Avg Close — Range —
Q1 2022
Shares 207,284 Value ($000) $12,127 Avg Close — Range —
Q4 2021
Shares 85,143 Value ($000) $4,992 Avg Close — Range —
Q3 2021
Shares 7,362 Value ($000) $398 Avg Close — Range —
Q2 2021
Shares 5,866 Value ($000) $321 Avg Close — Range —
Q1 2021
Shares 5,866 Value ($000) $304 Avg Close — Range —