Raymond James Financial
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Raymond James Financial’s Charles Schwab SCHW Stock Holding History

Raymond James Financial’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$244M Buy
2,675,619
+182,659
+7% +$16.7M 0.08% 219
2025
Q1 		$195M Sell
2,492,960
-71,441
-3% -$5.59M 0.07% 246
2024
Q4 		$190M Buy
+2,564,401
New +$190M 0.07% 252