CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in RILY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,245,245 | 1,123,179 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $5,371,959 | 898,321 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $2,051,934 | 690,887 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,614,389 | 417,155 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $909,008 | 198,041 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $1,404,774 | 267,576 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $8,343,626 | 394,125 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $6,851,723 | 326,428 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $11,331,890 | 276,455 | Shares | Sole | 2023-11-08 |
| 2021-12-31 | $10,856,292 | 122,173 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $7,177,551 | 121,571 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $9,568,115 | 126,730 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $7,064,583 | 125,303 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $5,009,595 | 113,288 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $2,832,632 | 113,034 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $2,573,185 | 118,253 | Shares | Sole | 2020-08-20 |
| 2020-03-31 | $3,278,557 | 177,989 | Shares | Sole | 2020-05-15 |