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B. Riley Wealth Advisors, Inc.: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Advisors, Inc. on SCHG, newest first. How the timeline and the estimate are built.

B. Riley Wealth Advisors, Inc. held 208,608 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 208,608 shares
    Change vs previous 13F +61,914 shares

    0.3% of the 13F portfolio, value $7,495,289.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 146,694 shares
    Change vs previous 13F +22,370 shares

    0.27% of the 13F portfolio, value $4,908,363.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 124,324 shares
    Change vs previous 13F -3,936 shares

    0.23% of the 13F portfolio, value $3,493,517.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 128,260 shares
    Change vs previous 13F +19,953 shares

    0.2% of the 13F portfolio, value $4,183,850.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 108,307 shares
    Change vs previous 13F +33,155 shares

    0.17% of the 13F portfolio, value $3,456,087.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 75,152 shares
    Change vs previous 13F -14,595 shares

    0.11% of the 13F portfolio, value $2,195,192.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 89,747 shares
    Change vs previous 13F +12,412 shares

    0.07% of the 13F portfolio, value $2,247,259.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 77,335 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,155,327.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).