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Raymond James Financial Services Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Raymond James Financial Services Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$56.1M Buy
2,480,004
+295,686
+14% +$6.44M 0.07% 250
2024
Q2 		$46.8M Buy
2,184,318
+237,756
+12% +$4.91M 0.07% 274
2024
Q1 		$40.3M Buy
1,946,562
+116,412
+6% +$2.29M 0.06% 306
2023
Q4 		$34.4M Buy
1,830,150
+33,777
+2% +$593K 0.06% 323
2023
Q3 		$30.3M Buy
1,796,373
+372,159
+26% +$6.53M 0.05% 322
2023
Q2 		$24.9M Buy
1,424,214
+368,211
+35% +$6.08M 0.04% 397
2023
Q1 		$17M Buy
1,056,003
+639,273
+153% +$10.1M 0.03% 498
2022
Q4 		$6.27M Sell
416,730
-18,942
-4% -$287K 0.01% 863
2022
Q3 		$6.15M Sell
435,672
-39,282
-8% -$616K 0.01% 827
2022
Q2 		$7.07M Buy
474,954
+19,662
+4% +$319K 0.02% 766
2022
Q1 		$8.17M Sell
455,292
-91,410
-17% -$1.62M 0.02% 772
2021
Q4 		$10.4M Buy
546,702
+199,224
+57% +$3.68M 0.02% 669
2021
Q3 		$6.03M Buy
347,478
+109,566
+46% +$1.95M 0.01% 872
2021
Q2 		$4.12M Sell
237,912
-5,304
-2% -$89.5K 0.01% 1068
2021
Q1 		$3.89M Sell
243,216
-660
-0.3% -$10.3K 0.01% 1018
2020
Q4 		$3.7M Sell
243,876
-10,530
-4% -$151K 0.01% 970
2020
Q3 		$3.42M Buy
254,406
+17,820
+8% +$237K 0.01% 918
2020
Q2 		$2.92M Buy
+236,586
New +$2.76M 0.01% 945
2020
Q1 		– Sell
-654,888
Closed -$8.38M – 2793
2019
Q4 		$8.38M Buy
654,888
+153,966
+31% +$1.89M 0.03% 556
2019
Q3 		$5.92M Buy
500,922
+195,120
+64% +$2.3M 0.02% 631
2019
Q2 		$3.58M Sell
305,802
-2,004,234
-87% -$23M 0.01% 816
2019
Q1 		$26M Buy
2,310,036
+142,428
+7% +$1.54M 0.11% 211
2018
Q4 		$21.6M Buy
2,167,608
+254,076
+13% +$2.73M 0.11% 201
2018
Q3 		$22.2M Sell
1,913,532
-4,746
-0.2% -$54K 0.1% 227
2018
Q2 		$20.8M Sell
1,918,278
-1,141,170
-37% -$12.3M 0.11% 215
2018
Q1 		$32.2M Buy
3,059,448
+1,355,394
+80% +$14.7M 0.18% 117
2017
Q4 		$18.1M Buy
1,704,054
+394,248
+30% +$4.08M 0.11% 201
2017
Q3 		$13.1M Buy
1,309,806
+406,632
+45% +$3.99M 0.08% 284
2017
Q2 		$8.7M Buy
903,174
+311,484
+53% +$2.97M 0.06% 369
2017
Q1 		$5.55M Buy
591,690
+565,494
+2,159% +$5.23M 0.04% 448
2016
Q4 		$233K Buy
+26,196
New +$228K ﹤0.01% 1964

Other funds holding SCHX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 14% in Q3 2024, buying an estimated $6.44M and bringing the position to 2,480,004 shares worth $56.1M. The position accounts for 0.07% of the portfolio, ranked #250.

Raymond James Financial Services Advisors first reported a position in SCHX in Q4 2016 and has held it in 31 quarters since. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • Raymond James Financial Services Advisors held 2,480,004 shares of Schwab US Large- Cap ETF worth $56.1M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 295,686 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $6.44M.
  • Schwab US Large- Cap ETF made up 0.07% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #250 holding.
  • Raymond James Financial Services Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 31 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

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