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RAYMOND JAMES FINANCIAL INC: SCHZ position timeline

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

RAYMOND JAMES FINANCIAL INC held 617,083 SCHZ 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 617,083 shares
    Change vs previous 13F -54,837 shares

    <0.01% of the 13F portfolio, value $14,273,110.

    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 671,920 shares
    Change vs previous 13F -20,619 shares

    <0.01% of the 13F portfolio, value $15,601,994.

    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 692,539 shares
    Change vs previous 13F -10,075 shares

    0.01% of the 13F portfolio, value $16,184,630.

    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 702,614 shares
    Change vs previous 13F -162,838 shares

    0.01% of the 13F portfolio, value $16,490,356.

    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 865,452 shares
    Change vs previous 13F +228,444 shares

    0.01% of the 13F portfolio, value $20,113,110.

    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 637,008 shares
    Change vs previous 13F +52,702 shares

    0.01% of the 13F portfolio, value $14,753,108.

    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 584,306 shares
    Change vs previous 13F +409,917 shares

    <0.01% of the 13F portfolio, value $13,263,752.

    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 174,389 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,286,980.

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

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