Raymond James Financial
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$464M Sell
17,528,202
-3,671,429
-17% -$97.3M 0.16% 109
2025
Q1 		$593M Sell
21,199,631
-503,845
-2% -$14.1M 0.22% 81
2024
Q4 		$593M Buy
+21,703,476
New +$593M 0.22% 75