SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 83,023 Value ($000) $2,277 Avg Close — Range —
Q3 2025
Shares 97,346 Value ($000) $2,658 Avg Close — Range —
Q2 2025
Shares 94,121 Value ($000) $2,494 Avg Close — Range —
Q4 2024
Shares 130,374 Value ($000) $3,562 Avg Close — Range —
Q3 2024
Shares 44,798 Value ($000) $3,781 Avg Close — Range —
Q2 2024
Shares 45,898 Value ($000) $3,607 Avg Close — Range —
Q1 2024
Shares 59,860 Value ($000) $4,236 Avg Close — Range —
Q4 2023
Shares 47,345 Value ($000) $3,604 Avg Close — Range —
Q3 2023
Shares 59,860 Value ($000) $4,236 Avg Close — Range —
Q2 2023
Shares 55,072 Value ($000) $3,999 Avg Close — Range —
Q1 2023
Shares 52,065 Value ($000) $3,809 Avg Close — Range —
Q4 2022
Shares 49,442 Value ($000) $3,735 Avg Close — Range —
Q3 2022
Shares 39,541 Value ($000) $2,627 Avg Close — Range —
Q2 2022
Shares 29,671 Value ($000) $2,126 Avg Close — Range —
Q1 2022
Shares 21,653 Value ($000) $1,709 Avg Close — Range —
Q4 2021
Shares 65,354 Value ($000) $5,283 Avg Close — Range —
Q3 2021
Shares 48,134 Value ($000) $3,574 Avg Close — Range —
Q2 2021
Shares 45,720 Value ($000) $3,458 Avg Close — Range —
Q1 2021
Shares 41,469 Value ($000) $3,024 Avg Close — Range —
Q4 2020
Shares 6,921 Value ($000) $444 Avg Close — Range —
Q3 2020
Shares 11,003 Value ($000) $597 Avg Close — Range —
Q2 2020
Shares 10,067 Value ($000) $521 Avg Close — Range —
Q1 2020
Shares 9,799 Value ($000) $441 Avg Close — Range —
Q4 2019
Shares 7,594 Value ($000) $440 Avg Close — Range —
Q3 2019
Shares 7,176 Value ($000) $394 Avg Close — Range —
Q2 2019
Shares 60,735 Value ($000) $3,224 Avg Close — Range —
Q1 2019
Shares 5,137 Value ($000) $269 Avg Close — Range —
Q4 2018
Shares 5,436 Value ($000) $256 Avg Close — Range —
Q3 2018
Shares 5,453 Value ($000) $289 Avg Close — Range —
Q4 2017
Shares 5,815 Value ($000) $298 Avg Close — Range —
Q2 2016
Shares 4,832 Value ($000) $201 Avg Close — Range —
Q1 2016
Shares 8,565 Value ($000) $343 Avg Close — Range —
Q2 2014
Shares 403 Value ($000) $15,415 Avg Close — Range —