Raymond James Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Raymond James Financial’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$574M	Buy	16,967,726 +1,141,199	+7%	+$37.8M	0.16%	108
2026 Q1	$461M	Buy	15,826,527 +935,593	+6%	+$29.1M	0.14%	119
2025 Q4	$486M	Buy	14,890,934 +374,218	+3%	+$12.2M	0.15%	110
2025 Q3	$463M	Sell	14,516,716 -800,311	-5%	-$24.4M	0.15%	113
2025 Q2	$447M	Buy	15,317,027 +494,865	+3%	+$13.1M	0.15%	113
2025 Q1	$371M	Buy	14,822,162 +332,496	+2%	+$9.11M	0.14%	127
2024 Q4	$404M	Buy	+14,489,666	New	+$396M	0.15%	116

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Raymond James Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.2% in Q2 2026, buying an estimated $37.8M and bringing the position to 16,967,726 shares worth $574M. The position accounts for 0.16% of the portfolio, ranked #108.

Raymond James Financial first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,667 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Raymond James Financial held 16,967,726 shares of Schwab US Large-Cap Growth ETF worth $574M as of Q2 2026.
Raymond James Financial bought 1,141,199 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $37.8M.
Schwab US Large-Cap Growth ETF made up 0.16% of Raymond James Financial's portfolio in Q2 2026, its #108 holding.
Raymond James Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,667 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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