Raymond James Financial
SCHH icon

Raymond James Financial’s Schwab US REIT ETF SCHH Stock Holding History

Raymond James Financial’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.1M Sell
144,067
-4,589
-3% -$101K ﹤0.01% 2992
2025
Q4 		$3.11M Sell
148,656
-3,338
-2% -$70.8K ﹤0.01% 2903
2025
Q3 		$3.28M Sell
151,994
-42,379
-22% -$904K ﹤0.01% 2786
2025
Q2 		$4.11M Sell
194,373
-455,044
-70% -$9.53M ﹤0.01% 2507
2025
Q1 		$14M Buy
649,417
+489,677
+307% +$10.5M 0.01% 1558
2024
Q4 		$3.36M Buy
+159,740
New +$3.57M ﹤0.01% 2591

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Raymond James Financial reduced its Schwab US REIT ETF (SCHH) stake by 3.1% in Q1 2026, selling an estimated $101K and leaving 144,067 shares worth $3.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2992.

Raymond James Financial first reported a position in SCHH in Q4 2024 and has held it in 6 quarters since. The position peaked at $14M in Q1 2025. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Raymond James Financial held 144,067 shares of Schwab US REIT ETF worth $3.1M as of Q1 2026.
  • Raymond James Financial sold 4,589 Schwab US REIT ETF shares in Q1 2026, an estimated $101K.
  • Schwab US REIT ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2992 holding.
  • Raymond James Financial first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Schwab US REIT ETF position peaked at $14M in Q1 2025.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

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