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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Raymond James Financial increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.31% in Q1 2026, buying an estimated $181K and bringing the position to 1,824,919 shares worth $56.5M. The position accounts for 0.02% of the portfolio, ranked #789.

Raymond James Financial first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $67.1M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Raymond James Financial held 1,824,919 shares of Schwab US Mid-Cap ETF worth $56.5M as of Q1 2026.
Raymond James Financial bought 5,685 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $181K.
Schwab US Mid-Cap ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #789 holding.
Raymond James Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Schwab US Mid-Cap ETF position peaked at $67.1M in Q4 2024.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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