Janney Montgomery Scott
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Janney Montgomery Scott’s Schwab US Broad Market ETF SCHB Stock Holding History

Janney Montgomery Scott’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.6M Buy
+401,983
New +$11.3M 0.02% 622
2026
Q1 		– Sell
-112,475
Closed -$2.95M – 3010
2025
Q4 		$2.95M Sell
112,475
-2,632
-2% -$68.5K 0.01% 1155
2025
Q3 		$2.96M Sell
115,107
-13,441
-10% -$333K 0.01% 1133
2025
Q2 		$3.06M Buy
128,548
+8,897
+7% +$196K 0.01% 1021
2025
Q1 		$2.58M Sell
119,651
-1,672
-1% -$38K 0.01% 1059
2024
Q4 		$2.75M Sell
121,323
-7,440
-6% -$170K 0.01% 1019
2024
Q3 		$2.85M Sell
128,763
-792
-0.6% -$16.9K 0.01% 970
2024
Q2 		$2.71M Sell
129,555
-1,152
-0.9% -$23.3K 0.01% 961
2024
Q1 		$2.66M Buy
130,707
+2,511
+2% +$48.6K 0.01% 1023
2023
Q4 		$2.38M Buy
128,196
+1,197
+0.9% +$20.7K 0.01% 1031
2023
Q3 		$2.11M Buy
126,999
+9,930
+8% +$172K 0.01% 1000
2023
Q2 		$2.02M Buy
117,069
+8,061
+7% +$131K 0.01% 1062
2023
Q1 		$1.74M Sell
109,008
-777
-0.7% -$12.1K 0.01% 1039
2022
Q4 		$1.64M Buy
109,785
+48,279
+78% +$726K 0.01% 1118
2022
Q3 		$861K Sell
61,506
-2,016
-3% -$31.4K ﹤0.01% 1384
2022
Q2 		$946K Sell
63,522
-4,095
-6% -$65.7K ﹤0.01% 1280
2022
Q1 		$1.2M Buy
67,617
+2,211
+3% +$38.8K 0.01% 1157
2021
Q4 		$1.23M Buy
65,406
+24,192
+59% +$445K ﹤0.01% 1215
2021
Q3 		$713K Buy
41,214
+14,424
+54% +$257K ﹤0.01% 1462
2021
Q2 		$466K Buy
+26,790
New +$453K ﹤0.01% 1677

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Janney Montgomery Scott's SCHB Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 401,983 shares worth $11.6M. The stake represents 0.02% of the portfolio and ranks #622 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in SCHB as recently as Q4 2025.

Janney Montgomery Scott first reported a position in SCHB in Q2 2021 and has held it in 20 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Janney Montgomery Scott held 401,983 shares of Schwab US Broad Market ETF worth $11.6M as of Q2 2026.
  • Schwab US Broad Market ETF was a new Janney Montgomery Scott position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #622 holding.
  • Janney Montgomery Scott first reported a position in Schwab US Broad Market ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.