Raymond James Financial
SCHQ

Raymond James Financial’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Raymond James Financial’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.66M Sell
53,140
-605
-1% -$18.8K ﹤0.01% 3627
2026
Q1 		$1.69M Buy
53,745
+7,776
+17% +$248K ﹤0.01% 3473
2025
Q4 		$1.46M Sell
45,969
-325,378
-88% -$10.5M ﹤0.01% 3519
2025
Q3 		$12M Buy
371,347
+16,736
+5% +$530K ﹤0.01% 1776
2025
Q2 		$11.3M Sell
354,611
-451
-0.1% -$14.2K ﹤0.01% 1765
2025
Q1 		$11.6M Sell
355,062
-753
-0.2% -$24.1K ﹤0.01% 1692
2024
Q4 		$11.2M Buy
+355,815
New +$11.7M ﹤0.01% 1769

Other funds holding SCHQ

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 1.1% in Q2 2026, selling an estimated $18.8K and leaving 53,140 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #3627.

Raymond James Financial first reported a position in SCHQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $12M in Q3 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • Raymond James Financial held 53,140 shares of Schwab Long-Term US Treasury ETF worth $1.66M as of Q2 2026.
  • Raymond James Financial sold 605 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $18.8K.
  • Schwab Long-Term US Treasury ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3627 holding.
  • Raymond James Financial first reported a position in Schwab Long-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Schwab Long-Term US Treasury ETF position peaked at $12M in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

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