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Raymond James & Associates’s Schwab 1000 Index ETF SCHK Stock Holding History

Raymond James & Associates’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$639K Buy
23,106
+460
+2% +$12.2K ﹤0.01% 2968
2024
Q2 		$593K Sell
22,646
-1,174
-5% -$29.7K ﹤0.01% 2964
2024
Q1 		$603K Buy
23,820
+3,902
+20% +$94K ﹤0.01% 2944
2023
Q4 		$459K Buy
19,918
+6,978
+54% +$150K ﹤0.01% 3008
2023
Q3 		$267K Buy
12,940
+2,558
+25% +$54.9K ﹤0.01% 3290
2023
Q2 		$222K Buy
10,382
+212
+2% +$4.29K ﹤0.01% 3422
2023
Q1 		$201K Buy
+10,170
New +$196K ﹤0.01% 3493
2022
Q3 		– Sell
-13,340
Closed -$243K – 4119
2022
Q2 		$243K Hold
13,340
– – ﹤0.01% 3379
2022
Q1 		$294K Hold
13,340
– – ﹤0.01% 3429
2021
Q4 		$311K Hold
13,340
– – ﹤0.01% 3419
2021
Q3 		$284K Buy
+13,340
New +$292K ﹤0.01% 3455

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James & Associates increased its Schwab 1000 Index ETF (SCHK) stake by 2% in Q3 2024, buying an estimated $12.2K and bringing the position to 23,106 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #2968.

Raymond James & Associates first reported a position in SCHK in Q3 2021 and has held it in 11 quarters since. 170 funds tracked by Wall St. Rank hold SCHK as of Q3 2024.

  • Raymond James & Associates held 23,106 shares of Schwab 1000 Index ETF worth $639K as of Q3 2024.
  • Raymond James & Associates bought 460 Schwab 1000 Index ETF shares in Q3 2024, an estimated $12.2K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2968 holding.
  • Raymond James & Associates first reported a position in Schwab 1000 Index ETF in Q3 2021 and has held it in 11 quarters since.
  • 170 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2024.

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