Raymond James Financial
SCHX icon

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

Raymond James Financial’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.6M Sell
1,481,699
-244,930
-14% -$6.99M 0.01% 998
2026
Q1 		$44.3M Sell
1,726,629
-322,681
-16% -$8.66M 0.01% 933
2025
Q4 		$55.1M Buy
2,049,310
+100,417
+5% +$2.68M 0.02% 771
2025
Q3 		$51.3M Sell
1,948,893
-148,634
-7% -$3.77M 0.02% 792
2025
Q2 		$51.3M Sell
2,097,527
-180,039
-8% -$4.07M 0.02% 748
2025
Q1 		$50.3M Buy
2,277,566
+73,592
+3% +$1.71M 0.02% 715
2024
Q4 		$51.1M Buy
+2,203,974
New +$51.4M 0.02% 711

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Raymond James Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 14% in Q2 2026, selling an estimated $6.99M and leaving 1,481,699 shares worth $43.6M. The position accounts for 0.01% of the portfolio, ranked #998.

Raymond James Financial first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.1M in Q4 2025. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Raymond James Financial held 1,481,699 shares of Schwab US Large- Cap ETF worth $43.6M as of Q2 2026.
  • Raymond James Financial sold 244,930 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $6.99M.
  • Schwab US Large- Cap ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #998 holding.
  • Raymond James Financial first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Schwab US Large- Cap ETF position peaked at $55.1M in Q4 2025.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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