Raymond James Financial
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Raymond James Financial’s Schwab 1000 Index ETF SCHK Stock Holding History

Raymond James Financial’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.1M Sell
35,058
-10,274
-23% -$337K ﹤0.01% 3781
2025
Q4 		$1.49M Sell
45,332
-951
-2% -$30.9K ﹤0.01% 3508
2025
Q3 		$1.49M Sell
46,283
-2,024
-4% -$62.6K ﹤0.01% 3405
2025
Q2 		$1.44M Buy
48,307
+746
+2% +$20.6K ﹤0.01% 3326
2025
Q1 		$1.28M Sell
47,561
-1,816
-4% -$51.6K ﹤0.01% 3307
2024
Q4 		$1.4M Buy
+49,377
New +$1.41M ﹤0.01% 3222

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Raymond James Financial reduced its Schwab 1000 Index ETF (SCHK) stake by 23% in Q1 2026, selling an estimated $337K and leaving 35,058 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3781.

Raymond James Financial first reported a position in SCHK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.49M in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Raymond James Financial held 35,058 shares of Schwab 1000 Index ETF worth $1.1M as of Q1 2026.
  • Raymond James Financial sold 10,274 Schwab 1000 Index ETF shares in Q1 2026, an estimated $337K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3781 holding.
  • Raymond James Financial first reported a position in Schwab 1000 Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Schwab 1000 Index ETF position peaked at $1.49M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

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