Janney Montgomery Scott
SCHA icon

Janney Montgomery Scott’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Janney Montgomery Scott’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.58M Buy
123,020
+59,967
+95% +$1.8M 0.01% 1007
2025
Q4 		$1.8M Sell
63,053
-2,933
-4% -$82.8K ﹤0.01% 1396
2025
Q3 		$1.84M Buy
65,986
+744
+1% +$19.9K ﹤0.01% 1359
2025
Q2 		$1.65M Sell
65,242
-3,188
-5% -$75.4K ﹤0.01% 1303
2025
Q1 		$1.6M Sell
68,430
-3,130
-4% -$79.8K ﹤0.01% 1268
2024
Q4 		$1.85M Buy
71,560
+946
+1% +$25.2K 0.01% 1189
2024
Q3 		$1.82M Buy
70,614
+68
+0.1% +$1.69K 0.01% 1192
2024
Q2 		$1.67M Sell
70,546
-4,214
-6% -$99.9K 0.01% 1182
2024
Q1 		$1.84M Sell
74,760
-45,364
-38% -$1.06M 0.01% 1195
2023
Q4 		$2.84M Sell
120,124
-4,348
-3% -$91.6K 0.01% 965
2023
Q3 		$2.58M Buy
124,472
+42,496
+52% +$933K 0.01% 931
2023
Q2 		$1.79M Buy
81,976
+556
+0.7% +$11.6K 0.01% 1125
2023
Q1 		$1.71M Sell
81,420
-188
-0.2% -$4.04K 0.01% 1047
2022
Q4 		$1.65M Sell
81,608
-6,354
-7% -$130K 0.01% 1112
2022
Q3 		$1.66M Buy
87,962
+8,616
+11% +$180K 0.01% 1058
2022
Q2 		$1.58M Buy
+79,346
New +$1.7M 0.01% 1035
2022
Q1 		– Sell
-17,780
Closed -$455K – 2409
2021
Q4 		$455K Buy
17,780
+1,596
+10% +$41.3K ﹤0.01% 1782
2021
Q3 		$405K Sell
16,184
-1,496
-8% -$38K ﹤0.01% 1790
2021
Q2 		$460K Buy
17,680
+8,672
+96% +$222K ﹤0.01% 1687
2021
Q1 		$224K Buy
+9,008
New +$222K ﹤0.01% 2007

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Janney Montgomery Scott's SCHA Position: Q1 2026 in Review

Janney Montgomery Scott increased its Schwab U.S Small- Cap ETF (SCHA) stake by 95% in Q1 2026, buying an estimated $1.8M and bringing the position to 123,020 shares worth $3.58M. The position accounts for 0.01% of the portfolio, ranked #1007.

Janney Montgomery Scott first reported a position in SCHA in Q1 2021 and has held it in 20 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Janney Montgomery Scott held 123,020 shares of Schwab U.S Small- Cap ETF worth $3.58M as of Q1 2026.
  • Janney Montgomery Scott bought 59,967 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $1.8M.
  • Schwab U.S Small- Cap ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1007 holding.
  • Janney Montgomery Scott first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.