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RAYMOND JAMES FINANCIAL INC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RAYMOND JAMES FINANCIAL INC on SCHB, newest first. How the timeline and the estimate are built.

RAYMOND JAMES FINANCIAL INC held 1,161,767 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,161,767 shares
    Change vs previous 13F +57,936 shares

    0.01% of the 13F portfolio, value $33,644,771.

    13F-HR 0000720005-26-000071 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,103,831 shares
    Change vs previous 13F -170,047 shares

    0.01% of the 13F portfolio, value $27,706,180.

    13F-HR 0000720005-26-000052 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,273,878 shares
    Change vs previous 13F -162,711 shares

    0.01% of the 13F portfolio, value $33,413,802.

    13F-HR 0000720005-26-000036 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,436,589 shares
    Change vs previous 13F +97,345 shares

    0.01% of the 13F portfolio, value $36,934,715.

    13F-HR 0000720005-25-000087 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,339,244 shares
    Change vs previous 13F +292,176 shares

    0.01% of the 13F portfolio, value $31,914,190.

    13F-HR 0000720005-25-000073 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,047,068 shares
    Change vs previous 13F +94,695 shares

    0.01% of the 13F portfolio, value $22,543,384.

    13F-HR 0000720005-25-000054 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 952,373 shares
    Change vs previous 13F +796,076 shares

    0.01% of the 13F portfolio, value $21,618,887.

    13F-HR/A 0000720005-25-000047 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 156,297 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,396,895.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 9,732 shares
    • Raymond James Financial Services Advisors, Inc.: 146,565 shares

    Acceptance time not in the bulk data set (spec §4.2).