RJT
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Raymond James Trust’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Raymond James Trust’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$213K Sell
9,238
-2,012
-18% -$45.6K ﹤0.01% 1220
2024
Q2 		$248K Buy
+11,250
New +$247K 0.01% 1073

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Raymond James Trust reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 18% in Q3 2024, selling an estimated $45.6K and leaving 9,238 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Raymond James Trust first reported a position in SCHI in Q2 2024 and has held it in 2 quarters since. The position peaked at $248K in Q2 2024. 190 funds tracked by Wall St. Rank hold SCHI as of Q3 2024.

  • Raymond James Trust held 9,238 shares of Schwab 5-10 Year Corporate Bond ETF worth $213K as of Q3 2024.
  • Raymond James Trust sold 2,012 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2024, an estimated $45.6K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Raymond James Trust's portfolio in Q3 2024, its #1220 holding.
  • Raymond James Trust first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • Raymond James Trust's Schwab 5-10 Year Corporate Bond ETF position peaked at $248K in Q2 2024.
  • 190 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2024.

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