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Raymond James Financial Services Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Raymond James Financial Services Advisors’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 		$711K Sell
25,704
-770
-3% -$20.5K ﹤0.01% 2389
2024
Q2 		$693K Buy
26,474
+6,376
+32% +$161K ﹤0.01% 2311
2024
Q1 		$509K Buy
20,098
+2,704
+16% +$65.1K ﹤0.01% 2494
2023
Q4 		$401K Sell
17,394
-886
-5% -$19K ﹤0.01% 2553
2023
Q3 		$377K Sell
18,280
-622
-3% -$13.4K ﹤0.01% 2496
2023
Q2 		$404K Sell
18,902
-274
-1% -$5.54K ﹤0.01% 2475
2023
Q1 		$379K Buy
19,176
+3,686
+24% +$71.2K ﹤0.01% 2498
2022
Q4 		$286K Buy
15,490
+3,008
+24% +$55.9K ﹤0.01% 2626
2022
Q3 		$216K Buy
12,482
+10
+0.1% +$192 ﹤0.01% 2807
2022
Q2 		$227K Sell
12,472
-942
-7% -$18.7K ﹤0.01% 2798
2022
Q1 		$295K Buy
13,414
+4,572
+52% +$99.2K ﹤0.01% 2725
2021
Q4 		$206K Buy
+8,842
New +$201K ﹤0.01% 2963

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 $891M AUM 22.99% 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
PWMAI
PENSION & WEALTH MANAGEMENT ADVISORS, INC. Waltham, Massachusetts $371M AUM 16.82% 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 $1.56B AUM 24.84% 1-Year Est. Return

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

Raymond James Financial Services Advisors reduced its Schwab 1000 Index ETF (SCHK) stake by 2.9% in Q3 2024, selling an estimated $20.5K and leaving 25,704 shares worth $711K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Raymond James Financial Services Advisors first reported a position in SCHK in Q4 2021 and has held it in 12 quarters since. 171 funds tracked by Wall St. Rank hold SCHK as of Q3 2024.

  • Raymond James Financial Services Advisors held 25,704 shares of Schwab 1000 Index ETF worth $711K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 770 Schwab 1000 Index ETF shares in Q3 2024, an estimated $20.5K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2389 holding.
  • Raymond James Financial Services Advisors first reported a position in Schwab 1000 Index ETF in Q4 2021 and has held it in 12 quarters since.
  • 171 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2024.

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