Raymond James Financial
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$55.9M Sell
1,991,592
-423,930
-18% -$11.9M 0.02% 705
2025
Q1 		$63.3M Sell
2,415,522
-4,228
-0.2% -$111K 0.02% 608
2024
Q4 		$67.1M Buy
+2,419,750
New +$67.1M 0.02% 577