Raymond James Financial
SCHR

Raymond James Financial’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Raymond James Financial’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.5M Buy
422,095
+39,284
+10% +$985K ﹤0.01% 1975
2025
Q4 		$9.6M Buy
382,811
+12,401
+3% +$312K ﹤0.01% 1998
2025
Q3 		$9.31M Buy
370,410
+27,695
+8% +$692K ﹤0.01% 1978
2025
Q2 		$8.58M Buy
342,715
+94,412
+38% +$2.34M ﹤0.01% 1983
2025
Q1 		$6.17M Buy
248,303
+18,209
+8% +$446K ﹤0.01% 2189
2024
Q4 		$5.59M Buy
+230,094
New +$5.66M ﹤0.01% 2257

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Raymond James Financial increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 10% in Q1 2026, buying an estimated $985K and bringing the position to 422,095 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Raymond James Financial first reported a position in SCHR in Q4 2024 and has held it in 6 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Raymond James Financial held 422,095 shares of Schwab Intermediately-Term US Treasury ETF worth $10.5M as of Q1 2026.
  • Raymond James Financial bought 39,284 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $985K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1975 holding.
  • Raymond James Financial first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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