Raymond James Financial
SCHV

Raymond James Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Raymond James Financial’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26M Buy
851,664
+9,476
+1% +$295K 0.01% 1288
2025
Q4 		$24.9M Buy
842,188
+290,764
+53% +$8.5M 0.01% 1282
2025
Q3 		$16.1M Sell
551,424
-20,866
-4% -$593K 0.01% 1563
2025
Q2 		$15.8M Buy
572,290
+12,429
+2% +$327K 0.01% 1536
2025
Q1 		$14.9M Buy
559,861
+7,069
+1% +$190K 0.01% 1517
2024
Q4 		$14.4M Buy
+552,792
New +$14.9M 0.01% 1554

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Raymond James Financial increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.1% in Q1 2026, buying an estimated $295K and bringing the position to 851,664 shares worth $26M. The position accounts for 0.01% of the portfolio, ranked #1288.

Raymond James Financial first reported a position in SCHV in Q4 2024 and has held it in 6 quarters since. 967 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Raymond James Financial held 851,664 shares of Schwab US Large-Cap Value ETF worth $26M as of Q1 2026.
  • Raymond James Financial bought 9,476 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $295K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1288 holding.
  • Raymond James Financial first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 967 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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