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SCHDSCHD
7 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in SCHWAB STRATEGIC TR

RAYMOND JAMES FINANCIAL INC holds 18.1M shares of SCHD (SCHWAB STRATEGIC TR), worth $572.9M as of 2026-Q2. The position was increased (+5.2% shares). SCHD represents 0.2% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$572.9M

Current Shares

18.1M

Total Value Change

-$20M

Total Shares Change

-3.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
18.1M
+5.2%
$572.9M0.2%$31.71
40
2026-Q1
Increased
17.2M
+10.7%
$527.1M0.2%$31.59
42
2025-Q4
Decreased
15.5M
-5.5%
$425.6M0.1%$27.63
0
2025-Q3
Decreased
16.4M
-6.3%
$448.3M0.1%$26.83
0
2025-Q2
Decreased
17.5M
-17.3%
$464.5M0.2%$25.87
0
2025-Q1
Decreased
21.2M
-2.3%
$592.7M0.2%$26.78
0
2024-Q4
New
21.7M
-
$592.9M0.2%$26.20
52

Other major holders of SCHD: Steward Partners Investment Advisory, LLC, Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/

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