Raymond James Financial Services Advisors

$16.78M total cycle spend · — client committees · 132 disbursements · activity May 12, 2022 → Jan 21, 2026

○ Slowing (~4mo since last)
Limited recent activity. Most recent disbursement to this vendor was 4 months ago (Jan 21, 2026). Charts below reflect cycle-to-date totals; the recent windows may be sparse.

12-month spend trajectory

Feb 2025 Jan 2026
$8.09M across 12 months
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No buyer activity in this window.

No buyer activity in this window.

Top buyers last 6 months · top 1

TEXANS FOR CHARLES SCHWERTNER $1K Fundraising · 1 txn RJ Raymond James Financial Service…

Top buyers last 12 months · top 1

TEXANS FOR CHARLES SCHWERTNER $6.93M Other / Unclassified · 29 txns RJ Raymond James Financial Service…

Top buyers last 18 months · top 1

TEXANS FOR CHARLES SCHWERTNER $8.6M Other / Unclassified · 44 txns RJ Raymond James Financial Service…

Top buyers last 24 months · top 1

TEXANS FOR CHARLES SCHWERTNER $9.9M Other / Unclassified · 67 txns RJ Raymond James Financial Service…
Filer Total spend Disbursements Last paid
TEXANS FOR CHARLES SCHWERTNER
00065997
$16,775,203 132 4mo ago

Table = cycle-to-date totals across all buyers. The Sankey above filters to the time window you select.

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Money flow through this vendor

top payers (left) → top revenue categories (right)

No activity in the last 1 months.

No activity in the last 3 months.

Raymond James Financial Service… TEXANS FOR CHARLES SCHWERTN… $1K Fundraising $1K Total in: $1K Total out: $1K
Raymond James Financial Service… TEXANS FOR CHARLES SCHWERTN… $6.93M Other / Unclassified $6.91M Fundraising $15K Total in: $6.93M Total out: $6.93M
Raymond James Financial Service… TEXANS FOR CHARLES SCHWERTN… $8.6M Other / Unclassified $8.48M Software & Tech $100K Fundraising $20K Total in: $8.6M Total out: $8.6M
Raymond James Financial Service… TEXANS FOR CHARLES SCHWERTN… $9.9M Other / Unclassified $9.72M Software & Tech $100K Fundraising $77K Total in: $9.9M Total out: $9.9M
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Cycle-over-cycle trajectory

quarterly · last 3 cycles
202220242026 Q1 cycle 2022: $653KQ2 cycle 2022: $600KQ2 cycle 2022: $949KQ3 cycle 2022: $126KQ3 cycle 2022: $1.39MQ4 cycle 2022: $852KQ4 cycle 2022: $605KQ1 cycle 2024: $453KQ1 cycle 2024: $933KQ2 cycle 2024: $1.26MQ2 cycle 2024: $1.73MQ3 cycle 2024: $1.22MQ3 cycle 2024: $4.42MQ4 cycle 2024: $78KQ4 cycle 2024: $1.51MQ1 cycle 2026: $1K Q1Q2Q3Q4Q1Q2Q3Q4Q1 $4.42M

even-year cycle (election) odd-year cycle (off-cycle)

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Revenue by service category

No category revenue in this window.

No category revenue in this window.

Revenue by service category

last 6 months
Fundraising $1K

Revenue by service category

last 12 months
Fundraising $15K

Revenue by service category

last 18 months
Software & Tech $100K Fundraising $20K

Revenue by service category

last 24 months
Software & Tech $100K Fundraising $77K
Show as table (cycle-to-date with disbursement counts)
Category Total spend Disbursements
Other / Unclassified $16,184,343 100
Software & Tech $296,696 7
Wages & Payroll $199,888 1
Fundraising $94,276 24
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Recent activity last 20 disbursements

Date Filer Purpose Amount
Jan 21, 2026 00065997 Fee for managing investment funds $1,460
Oct 22, 2025 00065997 Fee for managing campaign investment funds $1,786
Oct 22, 2025 00065997 Fee for managing campaign investment funds $1,786
Oct 22, 2025 00065997 Fee for managing campaign investment funds $1,786
Oct 2, 2025 00065997 Purchased shares of INNOVATOR DEFINED WEALTH SHIELD ETF (BALT) $499,992
Oct 2, 2025 00065997 Purchased shares of INNOVATOR DEFINED WEALTH SHIELD ETF (BALT) $499,992
Oct 2, 2025 00065997 Purchased shares of INNOVATOR DEFINED WEALTH SHIELD ETF (BALT) $499,992
Sep 18, 2025 00065997 Purchased shares of ISHARES TR IBONDS 2026 TERM (IBHF) $53,727
Sep 18, 2025 00065997 Purchased shares of ISHARES TR IBONDS 2026 TERM (IBHF) $53,727
Sep 18, 2025 00065997 Purchased shares of ISHARES TR IBONDS 2026 TERM (IBHF) $53,727
Sep 15, 2025 00065997 Purchased shares of SPDR BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) $512,950
Sep 15, 2025 00065997 Purchased shares of SPDR BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) $512,950
Sep 15, 2025 00065997 Purchased shares of SPDR BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) $512,950
Sep 10, 2025 00065997 Purchased shares of ISHARES TR IBONDS 29 TR HI (IBHI) $54,484
Sep 10, 2025 00065997 Purchased shares of ISHARES TR IBONDS 29 TR HI (IBHI) $54,484
Sep 10, 2025 00065997 Purchased shares of ISHARES TR IBONDS 29 TR HI (IBHI) $54,484
Sep 9, 2025 00065997 Purchased shares of ISHARES TR IBONDS 2026 TERM (IBHF) $250,303
Sep 9, 2025 00065997 Purchased shares of ISHARES TR IBONDS 29 TR HI (IBHI) $250,298
Sep 9, 2025 00065997 Purchased shares of ISHARES TR IBONDS 2026 TERM (IBHF) $250,303
Sep 9, 2025 00065997 Purchased shares of ISHARES TR IBONDS 29 TR HI (IBHI) $250,298
See all 132 disbursements → Download CSV