Raymond James Financial
SCHO icon

Raymond James Financial’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Raymond James Financial’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.7M Buy
648,706
+5,930
+0.9% +$143K ﹤0.01% 1758
2026
Q1 		$15.6M Sell
642,776
-91,583
-12% -$2.23M ﹤0.01% 1647
2025
Q4 		$17.9M Buy
734,359
+73,096
+11% +$1.78M 0.01% 1530
2025
Q3 		$16.1M Buy
661,263
+45,574
+7% +$1.11M 0.01% 1555
2025
Q2 		$15M Sell
615,689
-52,709
-8% -$1.28M 0.01% 1572
2025
Q1 		$16.3M Buy
668,398
+27,741
+4% +$672K 0.01% 1466
2024
Q4 		$15.4M Buy
+640,657
New +$15.5M 0.01% 1505

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 SCHO Position: Q2 2026 in Review

Raymond James Financial increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.92% in Q2 2026, buying an estimated $143K and bringing the position to 648,706 shares worth $15.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Raymond James Financial first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.9M in Q4 2025. 723 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Raymond James Financial held 648,706 shares of Schwab Short-Term US Treasury ETF worth $15.7M as of Q2 2026.
  • Raymond James Financial bought 5,930 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $143K.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1758 holding.
  • Raymond James Financial first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Schwab Short-Term US Treasury ETF position peaked at $17.9M in Q4 2025.
  • 723 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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