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SMBSSMBS
5 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in SCHWAB MBS ETF

RAYMOND JAMES FINANCIAL INC holds 11,368 shares of SMBS (SCHWAB MBS ETF), worth $288,975 as of 2026-Q2. This is a new position. SMBS represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$288,975

Current Shares

11,368

Total Value Change

+$184,956

Total Shares Change

+7,284

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
11,368
-
$288,9750.0%$25.31
32
2026-Q1
Exited
0
-100.0%
$00.0%$25.12
0
2025-Q4
New
8,996
-
$230,9730.0%$25.03
32
2025-Q3
Exited
0
-100.0%
$00.0%$24.65
0
2025-Q2
New
4,084
-
$104,0190.0%$24.10
33

Other major holders of SMBS: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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