Riggs Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Riggs Capital Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.16M	Buy	+79,076	New	+$2.25M	2.12%	12

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Riggs Capital Management's SCHD Position: Q4 2024 in Review

Riggs Capital Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q4 2024: 79,076 shares worth $2.16M. The stake represents 2.12% of the portfolio and ranks #12 among its holdings.

1,804 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

Riggs Capital Management held 79,076 shares of Schwab US Dividend Equity ETF worth $2.16M as of Q4 2024.
Schwab US Dividend Equity ETF was a new Riggs Capital Management position in Q4 2024.
Schwab US Dividend Equity ETF made up 2.12% of Riggs Capital Management's portfolio in Q4 2024, its #12 holding.
1,804 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Riggs Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.