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

Raymond James Trust’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
2024 Q3	$244K	Buy	+10,776	New	+$235K	0.01%	1151

Other funds holding SCHX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Raymond James Trust opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2024: 10,776 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #1151 among its holdings.

1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

Raymond James Trust held 10,776 shares of Schwab US Large- Cap ETF worth $244K as of Q3 2024.
Schwab US Large- Cap ETF was a new Raymond James Trust position in Q3 2024.
Schwab US Large- Cap ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #1151 holding.
1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

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