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
Q2 		$4.03M Buy
170,239
+26,172
+18% +$610K ﹤0.01% 2920
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 $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Raymond James Financial increased its Schwab US REIT ETF (SCHH) stake by 18% in Q2 2026, buying an estimated $610K and bringing the position to 170,239 shares worth $4.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2920.

Raymond James Financial first reported a position in SCHH in Q4 2024 and has held it in 7 quarters since. The position peaked at $14M in Q1 2025. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Raymond James Financial held 170,239 shares of Schwab US REIT ETF worth $4.03M as of Q2 2026.
  • Raymond James Financial bought 26,172 Schwab US REIT ETF shares in Q2 2026, an estimated $610K.
  • Schwab US REIT ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2920 holding.
  • Raymond James Financial first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Schwab US REIT ETF position peaked at $14M in Q1 2025.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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