Raymond James Financial
SCHM icon

Raymond James Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Raymond James Financial’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$68.6M Buy
1,859,876
+34,957
+2% +$1.2M 0.02% 762
2026
Q1 		$56.5M Buy
1,824,919
+5,685
+0.3% +$181K 0.02% 789
2025
Q4 		$54.7M Sell
1,819,234
-49,342
-3% -$1.47M 0.02% 775
2025
Q3 		$55.4M Sell
1,868,576
-123,016
-6% -$3.58M 0.02% 745
2025
Q2 		$55.9M Sell
1,991,592
-423,930
-18% -$11.2M 0.02% 706
2025
Q1 		$63.3M Sell
2,415,522
-4,228
-0.2% -$118K 0.02% 609
2024
Q4 		$67.1M Buy
+2,419,750
New +$68.9M 0.02% 578

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Raymond James Financial increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.9% in Q2 2026, buying an estimated $1.2M and bringing the position to 1,859,876 shares worth $68.6M. The position accounts for 0.02% of the portfolio, ranked #762.

Raymond James Financial first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Raymond James Financial held 1,859,876 shares of Schwab US Mid-Cap ETF worth $68.6M as of Q2 2026.
  • Raymond James Financial bought 34,957 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.2M.
  • Schwab US Mid-Cap ETF made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #762 holding.
  • Raymond James Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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