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RAYMOND JAMES FINANCIAL INC: SCHX position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,481,699 SCHX 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 1,481,699 shares
    Change vs previous 13F -244,930 shares

    0.01% of the 13F portfolio, value $43,606,396.

    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 1,726,629 shares
    Change vs previous 13F -322,681 shares

    0.01% of the 13F portfolio, value $44,270,778.

    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 2,049,310 shares
    Change vs previous 13F +100,417 shares

    0.02% of the 13F portfolio, value $55,146,919.

    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 1,948,893 shares
    Change vs previous 13F -148,634 shares

    0.02% of the 13F portfolio, value $51,333,828.

    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 2,097,527 shares
    Change vs previous 13F -180,039 shares

    0.02% of the 13F portfolio, value $51,263,576.

    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 2,277,566 shares
    Change vs previous 13F +73,592 shares

    0.02% of the 13F portfolio, value $50,288,676.

    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 2,203,974 shares
    Change vs previous 13F +1,373,714 shares

    0.02% of the 13F portfolio, value $51,088,116.

    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 830,260 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $56,333,174.

    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.: 3,592 shares
    • Raymond James Financial Services Advisors, Inc.: 826,668 shares

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