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Raymond James Financial Services Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Raymond James Financial Services Advisors’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 		$5.41M Buy
234,618
+21,204
+10% +$481K 0.01% 1179
2024
Q2 		$4.71M Buy
213,414
+20,076
+10% +$440K 0.01% 1195
2024
Q1 		$4.3M Buy
193,338
+175,410
+978% +$3.89M 0.01% 1223
2023
Q4 		$403K Buy
17,928
+8,288
+86% +$177K ﹤0.01% 2550
2023
Q3 		$203K Sell
9,640
-1,596
-14% -$34.5K ﹤0.01% 2925
2023
Q2 		$247K Buy
+11,236
New +$249K ﹤0.01% 2792

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Raymond James Financial Services Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 9.9% in Q3 2024, buying an estimated $481K and bringing the position to 234,618 shares worth $5.41M. The position accounts for 0.01% of the portfolio, ranked #1179.

Raymond James Financial Services Advisors first reported a position in SCHI in Q2 2023 and has held it in 6 quarters since. 190 funds tracked by Wall St. Rank hold SCHI as of Q3 2024.

  • Raymond James Financial Services Advisors held 234,618 shares of Schwab 5-10 Year Corporate Bond ETF worth $5.41M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 21,204 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2024, an estimated $481K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1179 holding.
  • Raymond James Financial Services Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and has held it in 6 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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.