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Schwab Strategic Tr shares owned by Raymond James Financial

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) shares owned by Raymond James Financial from 13F filings

Historical chart of Raymond James Financial investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Raymond James Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Raymond James Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $231k 9.0k 25.68
2025-06-30 $104k 4.1k 25.47

More positions owned by Raymond James Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)

View all positions for Raymond James Financial

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Summit Financial
Susquehanna International
Citadel Advisors
Jane Street
Mariner Wealth Advisors
LPL Financial
CoreCap Advisors
CliftonLarsonAllen Wealth Advisors
Chapman Financial Group
Mercer Global Advisors
Hidden Cove Wealth Management
Chapin Davis

View all funds holding Schwab Strategic Tr