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

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

B. Riley Wealth Advisors, Inc. held 65,847 SCHX 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 65,847 shares
    Change vs previous 13F +26,491 shares

    0.08% of the 13F portfolio, value $1,975,408.

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

  2. period ended2026-06-30
    13F 39,356 shares
    Change vs previous 13F +423 shares

    0.06% of the 13F portfolio, value $1,149,583.

    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 38,933 shares
    Change vs previous 13F -52,369 shares

    0.06% of the 13F portfolio, value $970,221.

    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 91,302 shares
    Change vs previous 13F -2,100 shares

    0.12% of the 13F portfolio, value $2,456,938.

    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 93,402 shares
    Change vs previous 13F +678 shares

    0.12% of the 13F portfolio, value $2,460,195.

    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 92,724 shares
    Change vs previous 13F -192,644 shares

    0.11% of the 13F portfolio, value $2,266,180.

    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 285,368 shares
    Change vs previous 13F +41,084 shares

    0.19% of the 13F portfolio, value $6,300,916.

    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 244,284 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,662,508.

    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).