Number of Shares
12.73 Mil
Current Holdings Value*
$331.49 Mil
% of Portfolio
0.44%
Total Estimate Gain
$-41.44 Mil
% of Total Estimate Gain
-8.14%

Raymond James Financial Services Advisors, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2024-09-30, Raymond James Financial Services Advisors, Inc. held 12.73 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $331.49 Mil. This investment constitutes 0.44% of their stock portfolio, and Raymond James Financial Services Advisors, Inc. now holds 1.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2015Q4. And since then Raymond James Financial Services Advisors, Inc. has made 18 purchases of SCHG, at an average price of $35.82, for a total of 14.21 Mil shares. In addition, there have been 8 sales at an average price of $57.23 for 1.48 Mil shares. Based on historical transaction data and SCHG's current price of $30.07, Raymond James Financial Services Advisors, Inc.'s estimated gain on his SCHG holdings is $-41.44 Mil, reflecting a -8.14% gain to date.

Raymond James Financial Services Advisors, Inc. SCHG ($30.07) Holding Chart

Raymond James Financial Services Advisors, Inc. SCHG ($30.07) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1