RJA
SCHI icon

Raymond James & Associates’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Raymond James & Associates’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$51.8M Buy
2,246,430
+282,540
+14% +$6.41M 0.03% 430
2024
Q2 		$43.3M Buy
1,963,890
+428,984
+28% +$9.41M 0.03% 456
2024
Q1 		$34.1M Buy
+1,534,906
New +$34.1M 0.02% 539
2023
Q4 		– Sell
-13,722
Closed -$290K – 3936
2023
Q3 		$290K Buy
+13,722
New +$297K ﹤0.01% 3246

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

Raymond James & Associates's SCHI Position: Q3 2024 in Review

Raymond James & Associates increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 14% in Q3 2024, buying an estimated $6.41M and bringing the position to 2,246,430 shares worth $51.8M. The position accounts for 0.03% of the portfolio, ranked #430.

Raymond James & Associates first reported a position in SCHI in Q3 2023 and has held it in 4 quarters since. 190 funds tracked by Wall St. Rank hold SCHI as of Q3 2024.

  • Raymond James & Associates held 2,246,430 shares of Schwab 5-10 Year Corporate Bond ETF worth $51.8M as of Q3 2024.
  • Raymond James & Associates bought 282,540 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2024, an estimated $6.41M.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.03% of Raymond James & Associates's portfolio in Q3 2024, its #430 holding.
  • Raymond James & Associates first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 4 quarters since.
  • 190 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.