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Riggs Asset Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Riggs Asset Management’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-36
Closed -$706 – 408
2023
Q1 		$706 Buy
+36
New +$695 ﹤0.01% 331

Other funds holding SCHK

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LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Riggs Asset Management's SCHK Position: Q2 2023 in Review

Riggs Asset Management sold out of Schwab 1000 Index ETF (SCHK) in Q2 2023, closing a stake of 36 shares — an estimated $706 sold.

Riggs Asset Management first reported a position in SCHK in Q1 2023 and held it in 1 quarter. The position peaked at $706 in Q1 2023. 130 funds tracked by Wall St. Rank hold SCHK as of Q2 2023.

  • Riggs Asset Management reported no remaining Schwab 1000 Index ETF position as of Q2 2023 after selling out during the quarter.
  • Riggs Asset Management sold 36 Schwab 1000 Index ETF shares in Q2 2023, an estimated $706.
  • Riggs Asset Management first reported a position in Schwab 1000 Index ETF in Q1 2023 and held it in 1 quarter.
  • Riggs Asset Management's Schwab 1000 Index ETF position peaked at $706 in Q1 2023.
  • 130 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2023.

Based on Riggs Asset Management's 13F filing for Q2 2023, filed 21 Jul 2023.