Raymond James Financial
SCHA icon

Raymond James Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Raymond James Financial’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.8M Sell
935,401
-6,287
-0.7% -$208K 0.01% 1183
2026
Q1 		$27.4M Buy
941,688
+213,047
+29% +$6.39M 0.01% 1256
2025
Q4 		$20.8M Buy
728,641
+10,656
+1% +$301K 0.01% 1415
2025
Q3 		$20M Buy
717,985
+26,328
+4% +$704K 0.01% 1412
2025
Q2 		$17.5M Sell
691,657
-36,796
-5% -$870K 0.01% 1472
2025
Q1 		$17.1M Sell
728,453
-21
-0% -$535 0.01% 1428
2024
Q4 		$18.8M Buy
+728,474
New +$19.4M 0.01% 1364

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Raymond James Financial's SCHA Position: Q2 2026 in Review

Raymond James Financial reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.67% in Q2 2026, selling an estimated $208K and leaving 935,401 shares worth $33.8M. The position accounts for 0.01% of the portfolio, ranked #1183.

Raymond James Financial first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Raymond James Financial held 935,401 shares of Schwab U.S Small- Cap ETF worth $33.8M as of Q2 2026.
  • Raymond James Financial sold 6,287 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $208K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1183 holding.
  • Raymond James Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.