B. Riley Financial shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of B. Riley Financial (RILY) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in B. Riley Financial
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Quarterly reported holdings in B. Riley Financial by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 898k | 5.98 |
| 2025-06-30 | $2.1M | 691k | 2.97 |
| 2025-03-31 | $1.6M | 417k | 3.87 |
| 2024-12-31 | $909k | 198k | 4.59 |
| 2024-09-30 | $1.4M | 268k | 5.25 |
| 2024-06-30 | $5.9M | 337k | 17.64 |
| 2024-03-31 | $8.3M | 394k | 21.17 |
| 2023-12-31 | $6.9M | 326k | 20.99 |
| 2023-09-30 | $11M | 277k | 40.99 |
| 2023-06-30 | $11M | 249k | 45.98 |
| 2023-03-31 | $6.4M | 226k | 28.39 |
| 2022-12-31 | $6.8M | 199k | 34.20 |
| 2022-09-30 | $7.7M | 174k | 44.52 |
| 2022-06-30 | $6.5M | 154k | 42.25 |
| 2022-03-31 | $9.6M | 138k | 69.96 |
| 2021-12-31 | $11M | 122k | 88.87 |
| 2021-09-30 | $7.2M | 122k | 59.04 |
| 2021-06-30 | $9.6M | 127k | 75.51 |
| 2021-03-31 | $7.1M | 125k | 56.38 |
| 2020-12-31 | $5.0M | 113k | 44.22 |
| 2020-09-30 | $2.8M | 113k | 25.06 |
| 2020-06-30 | $2.6M | 118k | 21.77 |
| 2020-03-31 | $3.3M | 178k | 18.42 |
| 2019-12-31 | $2.6M | 101k | 25.18 |
| 2019-09-30 | $2.3M | 99k | 23.62 |
| 2019-06-30 | $1.0M | 48k | 20.88 |
| 2019-03-31 | $776k | 46k | 16.71 |
| 2018-12-31 | $660k | 46k | 14.21 |
| 2018-09-30 | $1.0M | 44k | 22.67 |
| 2018-06-30 | $1000k | 44k | 22.55 |
| 2018-03-31 | $942k | 48k | 19.50 |
| 2017-12-31 | $694k | 38k | 18.12 |
| 2017-09-30 | $654k | 38k | 17.07 |
| 2017-06-30 | $353k | 19k | 18.58 |
| 2017-03-31 | $203k | 14k | 15.04 |
| 2016-12-31 | $250k | 14k | 18.52 |
| 2016-09-30 | $181k | 14k | 13.41 |
| 2016-06-30 | $130k | 14k | 9.63 |
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