Raymond James Financial
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Raymond James Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Raymond James Financial’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.6M Buy
1,161,767
+57,936
+5% +$1.62M 0.01% 1187
2026
Q1 		$27.7M Sell
1,103,831
-170,047
-13% -$4.46M 0.01% 1245
2025
Q4 		$33.4M Sell
1,273,878
-162,711
-11% -$4.24M 0.01% 1087
2025
Q3 		$36.9M Buy
1,436,589
+97,345
+7% +$2.41M 0.01% 999
2025
Q2 		$31.9M Buy
1,339,244
+292,176
+28% +$6.44M 0.01% 1048
2025
Q1 		$22.5M Buy
1,047,068
+94,695
+10% +$2.15M 0.01% 1217
2024
Q4 		$21.6M Buy
+952,373
New +$21.8M 0.01% 1249

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Raymond James Financial increased its Schwab US Broad Market ETF (SCHB) stake by 5.2% in Q2 2026, buying an estimated $1.62M and bringing the position to 1,161,767 shares worth $33.6M. The position accounts for 0.01% of the portfolio, ranked #1187.

Raymond James Financial first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.9M in Q3 2025. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Raymond James Financial held 1,161,767 shares of Schwab US Broad Market ETF worth $33.6M as of Q2 2026.
  • Raymond James Financial bought 57,936 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.62M.
  • Schwab US Broad Market ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1187 holding.
  • Raymond James Financial first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Schwab US Broad Market ETF position peaked at $36.9M in Q3 2025.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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