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RAYMOND JAMES FINANCIAL INC: SCHW position timeline

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

RAYMOND JAMES FINANCIAL INC held 3,083,888 SCHW 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 3,083,888 shares
    Change vs previous 13F +351,705 shares

    0.08% of the 13F portfolio, value $284,550,339.

    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 2,732,183 shares
    Change vs previous 13F +319,214 shares

    0.08% of the 13F portfolio, value $256,765,934.

    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 2,412,969 shares
    Change vs previous 13F -125,815 shares

    0.08% of the 13F portfolio, value $241,081,396.

    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 2,538,784 shares
    Change vs previous 13F -136,835 shares

    0.08% of the 13F portfolio, value $242,379,297.

    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 2,675,619 shares
    Change vs previous 13F +182,659 shares

    0.08% of the 13F portfolio, value $244,122,939.

    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 2,492,960 shares
    Change vs previous 13F -71,441 shares

    0.07% of the 13F portfolio, value $195,148,931.

    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 2,564,401 shares
    Change vs previous 13F +1,820,874 shares

    0.07% of the 13F portfolio, value $189,791,299.

    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 743,527 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $48,187,976.

    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.: 25,029 shares
    • Raymond James Financial Services Advisors, Inc.: 718,498 shares

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