RAM
Riggs Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,463
| Closed | -$68.9K | – | 953 |
|
|
2025
Q1 | $68.9K | Buy |
2,463
+22
| +0.9% | +$615 | 0.02% | 142 |
|
|
2024
Q4 | $66.5K | Buy |
2,441
+1,634
| +202% | +$44.5K | 0.02% | 130 |
|
|
2024
Q3 | $68.2K | Buy |
807
+15
| +2% | +$1.27K | 0.02% | 137 |
|
|
2024
Q2 | $61.6K | Buy |
792
+1
| +0.1% | +$78 | 0.02% | 128 |
|
|
2024
Q1 | $63.8K | Buy |
791
+6
| +0.8% | +$484 | 0.02% | 124 |
|
|
2023
Q4 | $59.7K | Buy |
785
+8
| +1% | +$609 | 0.02% | 128 |
|
|
2023
Q3 | $55K | Buy |
777
+7
| +0.9% | +$495 | 0.02% | 134 |
|
|
2023
Q2 | $55.9K | Buy |
770
+7
| +0.9% | +$508 | 0.02% | 138 |
|
|
2023
Q1 | $55.8K | Buy |
+763
| New | +$55.8K | 0.02% | 132 |
|