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RAYMOND JAMES FINANCIAL INC: SCHD position timeline

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

RAYMOND JAMES FINANCIAL INC held 18,067,002 SCHD 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 18,067,002 shares
    Change vs previous 13F +886,918 shares

    0.16% of the 13F portfolio, value $572,904,640.

    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 17,180,084 shares
    Change vs previous 13F +1,663,039 shares

    0.16% of the 13F portfolio, value $527,084,973.

    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 15,517,045 shares
    Change vs previous 13F -905,362 shares

    0.13% of the 13F portfolio, value $425,632,540.

    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 16,422,407 shares
    Change vs previous 13F -1,105,795 shares

    0.14% of the 13F portfolio, value $448,331,702.

    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 17,528,202 shares
    Change vs previous 13F -3,671,429 shares

    0.16% of the 13F portfolio, value $464,497,360.

    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 21,199,631 shares
    Change vs previous 13F -503,845 shares

    0.22% of the 13F portfolio, value $592,741,700.

    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 21,703,476 shares
    Change vs previous 13F +15,771,721 shares

    0.22% of the 13F portfolio, value $592,938,952.

    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 5,931,755 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $501,411,213.

    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.: 40,653 shares
    • Raymond James Financial Services Advisors, Inc.: 5,891,102 shares

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