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B. Riley Wealth Management, Inc.: SCHW position timeline

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

B. Riley Wealth Management, Inc. held 20,145 SCHW shares at 2022-06-30 per its 13F-HR filed 2022-09-09.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 20,145 shares
    Change vs previous 13F +540 shares

    0.01% of the 13F portfolio, value $1,273,000.

    13F-HR 0001213900-22-055032 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-03-31
    13F 19,605 shares
    Change vs previous 13F +701 shares

    0.13% of the 13F portfolio, value $1,653,000.

    13F-HR 0001213900-22-025213 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-12-31
    13F 18,904 shares
    Change vs previous 13F +137 shares

    0.11% of the 13F portfolio, value $1,590,000.

    13F-HR 0001213900-22-006241 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-09-30
    13F 18,767 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,367,000.

    13F-HR 0001213900-21-058322 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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