RJA
SCHQ

Raymond James & Associates’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Raymond James & Associates’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$854K Buy
+24,405
New +$839K ﹤0.01% 2783

Other funds holding SCHQ

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Raymond James & Associates opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2024: 24,405 shares worth $854K. The stake represents ﹤0.01% of the portfolio and ranks #2783 among its holdings.

107 funds tracked by Wall St. Rank hold SCHQ as of Q3 2024.

  • Raymond James & Associates held 24,405 shares of Schwab Long-Term US Treasury ETF worth $854K as of Q3 2024.
  • Schwab Long-Term US Treasury ETF was a new Raymond James & Associates position in Q3 2024.
  • Schwab Long-Term US Treasury ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2783 holding.
  • 107 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2024.

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