Raymond James Financial
SCHD icon

Raymond James Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Raymond James Financial’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$527M Buy
17,180,084
+1,663,039
+11% +$50.4M 0.16% 104
2025
Q4 		$426M Sell
15,517,045
-905,362
-6% -$24.6M 0.13% 125
2025
Q3 		$448M Sell
16,422,407
-1,105,795
-6% -$30.2M 0.14% 118
2025
Q2 		$464M Sell
17,528,202
-3,671,429
-17% -$95.9M 0.16% 109
2025
Q1 		$593M Sell
21,199,631
-503,845
-2% -$14M 0.22% 81
2024
Q4 		$593M Buy
+21,703,476
New +$617M 0.22% 75

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Raymond James Financial's SCHD Position: Q1 2026 in Review

Raymond James Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q1 2026, buying an estimated $50.4M and bringing the position to 17,180,084 shares worth $527M. The position accounts for 0.16% of the portfolio, ranked #104.

Raymond James Financial first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $593M in Q4 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Raymond James Financial held 17,180,084 shares of Schwab US Dividend Equity ETF worth $527M as of Q1 2026.
  • Raymond James Financial bought 1,663,039 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $50.4M.
  • Schwab US Dividend Equity ETF made up 0.16% of Raymond James Financial's portfolio in Q1 2026, its #104 holding.
  • Raymond James Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Schwab US Dividend Equity ETF position peaked at $593M in Q4 2024.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.