Raymond James Financial
SCHG icon

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Raymond James Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.3% in Q1 2026, buying an estimated $29.1M and bringing the position to 15,826,527 shares worth $461M. The position accounts for 0.14% of the portfolio, ranked #119.

Raymond James Financial first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $486M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Raymond James Financial held 15,826,527 shares of Schwab US Large-Cap Growth ETF worth $461M as of Q1 2026.
  • Raymond James Financial bought 935,593 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $29.1M.
  • Schwab US Large-Cap Growth ETF made up 0.14% of Raymond James Financial's portfolio in Q1 2026, its #119 holding.
  • Raymond James Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Schwab US Large-Cap Growth ETF position peaked at $486M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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