Raymond James Financial Services Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Raymond James Financial Services Advisors’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	$11.4M	Buy	326,206 +17,711	+6%	+$609K	0.02%	803
2024 Q2	$10.1M	Buy	308,495 +15,975	+5%	+$520K	0.01%	833
2024 Q1	$9.87M	Buy	292,520 +19,595	+7%	+$660K	0.01%	812
2023 Q4	$9.57M	Buy	272,925 +12,198	+5%	+$393K	0.02%	774
2023 Q3	$8.26M	Buy	260,727 +27,066	+12%	+$923K	0.02%	790
2023 Q2	$8.48M	Buy	+233,661	New	+$8.56M	0.02%	781

Other funds holding SCHQ

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its Schwab Long-Term US Treasury ETF (SCHQ) stake by 5.7% in Q3 2024, buying an estimated $609K and bringing the position to 326,206 shares worth $11.4M. The position accounts for 0.02% of the portfolio, ranked #803.

Raymond James Financial Services Advisors first reported a position in SCHQ in Q2 2023 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold SCHQ as of Q3 2024.

Raymond James Financial Services Advisors held 326,206 shares of Schwab Long-Term US Treasury ETF worth $11.4M as of Q3 2024.
Raymond James Financial Services Advisors bought 17,711 Schwab Long-Term US Treasury ETF shares in Q3 2024, an estimated $609K.
Schwab Long-Term US Treasury ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #803 holding.
Raymond James Financial Services Advisors first reported a position in Schwab Long-Term US Treasury ETF in Q2 2023 and has held it in 6 quarters since.
107 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2024.

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