Skip to content
Disclosery

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

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

B. Riley Wealth Advisors, Inc. held 16,282 SCHZ 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 16,282 shares
    Change vs previous 13F -833 shares

    0.01% of the 13F portfolio, value $359,837.

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

  2. period ended2026-06-30
    13F 17,115 shares
    Change vs previous 13F +2,616 shares

    0.02% of the 13F portfolio, value $397,577.

    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 14,499 shares
    Change vs previous 13F -225 shares

    0.02% of the 13F portfolio, value $335,794.

    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 14,724 shares
    Change vs previous 13F +226 shares

    0.02% of the 13F portfolio, value $344,093.

    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 14,498 shares
    Change vs previous 13F +1,306 shares

    0.02% of the 13F portfolio, value $340,269.

    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 13,192 shares
    Change vs previous 13F -18,221 shares

    0.01% of the 13F portfolio, value $306,585.

    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 31,413 shares
    Change vs previous 13F +4,524 shares

    0.02% of the 13F portfolio, value $727,533.

    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 26,889 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $610,387.

    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).