Raymond James Financial
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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
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 $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Raymond James Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 16% in Q1 2026, selling an estimated $8.66M and leaving 1,726,629 shares worth $44.3M. The position accounts for 0.01% of the portfolio, ranked #933.

Raymond James Financial first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $55.1M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Raymond James Financial held 1,726,629 shares of Schwab US Large- Cap ETF worth $44.3M as of Q1 2026.
  • Raymond James Financial sold 322,681 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $8.66M.
  • Schwab US Large- Cap ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #933 holding.
  • Raymond James Financial first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Schwab US Large- Cap ETF position peaked at $55.1M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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