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RAYMOND JAMES FINANCIAL INC: SCHG position timeline

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

RAYMOND JAMES FINANCIAL INC held 16,967,726 SCHG 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 16,967,726 shares
    Change vs previous 13F +1,141,199 shares

    0.16% of the 13F portfolio, value $574,187,855.

    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 15,826,527 shares
    Change vs previous 13F +935,593 shares

    0.14% of the 13F portfolio, value $461,026,734.

    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 14,890,934 shares
    Change vs previous 13F +374,218 shares

    0.15% of the 13F portfolio, value $485,742,269.

    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 14,516,716 shares
    Change vs previous 13F -800,311 shares

    0.15% of the 13F portfolio, value $463,228,405.

    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 15,317,027 shares
    Change vs previous 13F +494,865 shares

    0.15% of the 13F portfolio, value $447,410,366.

    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 14,822,162 shares
    Change vs previous 13F +332,496 shares

    0.14% of the 13F portfolio, value $371,146,939.

    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 14,489,666 shares
    Change vs previous 13F +11,296,049 shares

    0.15% of the 13F portfolio, value $403,826,981.

    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 3,193,617 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $332,710,970.

    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.: 11,721 shares
    • Raymond James Financial Services Advisors, Inc.: 3,181,896 shares

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