RJFSA
SCHB icon

Raymond James Financial Services Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Raymond James Financial Services Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$9.75M Buy
439,695
+30,204
+7% +$645K 0.01% 876
2024
Q2 		$8.58M Sell
409,491
-11,427
-3% -$232K 0.01% 895
2024
Q1 		$8.57M Sell
420,918
-11,052
-3% -$214K 0.01% 881
2023
Q4 		$8.02M Sell
431,970
-42,930
-9% -$741K 0.01% 854
2023
Q3 		$7.89M Buy
474,900
+24,300
+5% +$421K 0.01% 806
2023
Q2 		$7.77M Sell
450,600
-23,085
-5% -$376K 0.01% 815
2023
Q1 		$7.56M Buy
473,685
+6,249
+1% +$97.7K 0.01% 817
2022
Q4 		$6.98M Buy
467,436
+44,250
+10% +$665K 0.01% 820
2022
Q3 		$5.92M Buy
423,186
+7,929
+2% +$123K 0.01% 844
2022
Q2 		$6.12M Buy
415,257
+21,660
+6% +$348K 0.01% 831
2022
Q1 		$7M Sell
393,597
-21,789
-5% -$382K 0.01% 841
2021
Q4 		$7.82M Buy
415,386
+24,900
+6% +$458K 0.01% 792
2021
Q3 		$6.76M Sell
390,486
-56,220
-13% -$1,000K 0.01% 820
2021
Q2 		$7.76M Buy
446,706
+83,382
+23% +$1.41M 0.02% 770
2021
Q1 		$5.86M Buy
363,324
+2,898
+0.8% +$45.7K 0.01% 831
2020
Q4 		$5.47M Buy
360,426
+10,674
+3% +$152K 0.01% 800
2020
Q3 		$4.64M Buy
349,752
+81,828
+31% +$1.08M 0.01% 788
2020
Q2 		$3.28M Buy
+267,924
New +$3.09M 0.01% 885
2020
Q1 		– Sell
-299,358
Closed -$3.84M – 2790
2019
Q4 		$3.84M Buy
299,358
+84,174
+39% +$1.03M 0.01% 828
2019
Q3 		$2.55M Buy
215,184
+1,014
+0.5% +$12K 0.01% 987
2019
Q2 		$2.52M Sell
214,170
-36,894
-15% -$426K 0.01% 977
2019
Q1 		$2.85M Sell
251,064
-546
-0.2% -$5.96K 0.01% 896
2018
Q4 		$2.51M Sell
251,610
-81,318
-24% -$879K 0.01% 783
2018
Q3 		$3.91M Buy
332,928
+54,012
+19% +$623K 0.02% 745
2018
Q2 		$3.07M Buy
278,916
+69,450
+33% +$759K 0.02% 813
2018
Q1 		$2.23M Buy
209,466
+14,160
+7% +$156K 0.01% 883
2017
Q4 		$2.1M Sell
195,306
-15,348
-7% -$161K 0.01% 901
2017
Q3 		$2.14M Buy
210,654
+72,186
+52% +$716K 0.01% 892
2017
Q2 		$1.35M Buy
138,468
+18,252
+15% +$176K 0.01% 1077
2017
Q1 		$1.14M Buy
120,216
+14,070
+13% +$132K 0.01% 1096
2016
Q4 		$958K Sell
106,146
-28,338
-21% -$250K 0.01% 1139
2016
Q3 		$1.17M Buy
134,484
+35,916
+36% +$312K 0.01% 1013
2016
Q2 		$826K Buy
98,568
+1,962
+2% +$16.3K 0.01% 1140
2016
Q1 		$793K Buy
96,606
+3,870
+4% +$30.1K 0.01% 1016
2015
Q4 		$758K Buy
92,736
+28,362
+44% +$234K 0.01% 1026
2015
Q3 		$498K Buy
+64,374
New +$529K 0.01% 1057

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Raymond James Financial Services Advisors's SCHB Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 7.4% in Q3 2024, buying an estimated $645K and bringing the position to 439,695 shares worth $9.75M. The position accounts for 0.01% of the portfolio, ranked #876.

Raymond James Financial Services Advisors first reported a position in SCHB in Q3 2015 and has held it in 36 quarters since. 1,100 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Raymond James Financial Services Advisors held 439,695 shares of Schwab US Broad Market ETF worth $9.75M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 30,204 Schwab US Broad Market ETF shares in Q3 2024, an estimated $645K.
  • Schwab US Broad Market ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #876 holding.
  • Raymond James Financial Services Advisors first reported a position in Schwab US Broad Market ETF in Q3 2015 and has held it in 36 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.