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Raymond James Trust’s Schwab US Broad Market ETF SCHB Stock Holding History

Raymond James Trust’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$647K Buy
+29,196
New +$623K 0.01% 661

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Raymond James Trust's SCHB Position: Q3 2024 in Review

Raymond James Trust opened a new position in Schwab US Broad Market ETF (SCHB) in Q3 2024: 29,196 shares worth $647K. The stake represents 0.01% of the portfolio and ranks #661 among its holdings.

1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Raymond James Trust held 29,196 shares of Schwab US Broad Market ETF worth $647K as of Q3 2024.
  • Schwab US Broad Market ETF was a new Raymond James Trust position in Q3 2024.
  • Schwab US Broad Market ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #661 holding.
  • 1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.