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SCHGSCHG
7 quarters

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

Yes. Raymond James Financial holds 16,967,726 shares of SCHG, worth $574.2M, as of its Q2 2026 13F filing. It increased the position by 1,141,199 shares (+7.2%) from Q1 2026. Raymond James Financial has held SCHG in every 13F on record since Q4 2024, 7 quarterly filings. SCHG is 0.2% of Raymond James Financial's reported 13F portfolio.

Current Value

$574.2M

Current Shares

17M

Total Value Change

+$170.4M

Total Shares Change

+2.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
17M
+7.2%
$574.2M0.2%$33.84
40
2026-Q1
Increased
15.8M
+6.3%
$461M0.1%$29.10
40
2025-Q4
Increased
14.9M
+2.6%
$485.7M0.2%$32.55
38
2025-Q3
Decreased
14.5M
-5.2%
$463.2M0.1%$31.81
0
2025-Q2
Increased
15.3M
+3.3%
$447.4M0.2%$29.09
39
2025-Q1
Increased
14.8M
+2.3%
$371.1M0.1%$24.91
38
2024-Q4
First report
14.5M
-
$403.8M0.1%$27.70
0

Other major holders of SCHG: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, ENVESTNET ASSET MANAGEMENT INC

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