Janney Montgomery Scott’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Janney Montgomery Scott’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5M	Buy	171,654 +43,748	+34%	+$1.36M	0.01%	851
2025 Q4	$4.17M	Buy	127,906 +10,036	+9%	+$326K	0.01%	979
2025 Q3	$3.76M	Buy	117,870 +8,260	+8%	+$252K	0.01%	1006
2025 Q2	$3.2M	Sell	109,610 -2,658	-2%	-$70.3K	0.01%	999
2025 Q1	$2.81M	Sell	112,268 -5,676	-5%	-$155K	0.01%	1018
2024 Q4	$3.29M	Buy	117,944 +15,864	+16%	+$434K	0.01%	945
2024 Q3	$2.66M	Sell	102,080 -716	-0.7%	-$18K	0.01%	1004
2024 Q2	$2.59M	Buy	102,796 +1,908	+2%	+$45K	0.01%	977
2024 Q1	$2.34M	Buy	100,888 +7,276	+8%	+$161K	0.01%	1086
2023 Q4	$1.94M	Sell	93,612 -3,784	-4%	-$73.2K	0.01%	1119
2023 Q3	$1.77M	Sell	97,396 -7,596	-7%	-$143K	0.01%	1072
2023 Q2	$1.97M	Buy	104,992 +2,440	+2%	+$41.8K	0.01%	1082
2023 Q1	$1.67M	Sell	102,552 -5,884	-5%	-$89.3K	0.01%	1056
2022 Q4	$1.51M	Buy	108,436 +212	+0.2%	+$3.05K	0.01%	1149
2022 Q3	$1.51M	Sell	108,224 -10,116	-9%	-$158K	0.01%	1113
2022 Q2	$1.74M	Buy	118,340 +12,248	+12%	+$196K	0.01%	993
2022 Q1	$1.99M	Buy	106,092 +19,428	+22%	+$354K	0.01%	923
2021 Q4	$1.77M	Sell	86,664 -912	-1%	-$18.2K	0.01%	1039
2021 Q3	$1.62M	Sell	87,576 -288	-0.3%	-$5.49K	0.01%	1043
2021 Q2	$1.6M	Sell	87,864 -2,680	-3%	-$46.4K	0.01%	1046
2021 Q1	$1.47M	Buy	90,544 +2,168	+2%	+$35.3K	0.01%	1024
2020 Q4	$1.42M	Buy	88,376 +10,640	+14%	+$161K	0.01%	1016
2020 Q3	$1.12M	Sell	77,736 -6,896	-8%	-$96.1K	0.01%	1050
2020 Q2	$1.07M	Buy	84,632 +15,384	+22%	+$179K	0.01%	1010
2020 Q1	$689K	Buy	69,248 +43,384	+168%	+$495K	0.01%	1083
2019 Q4	$300K	Sell	25,864 -6,296	-20%	-$69.4K	﹤0.01%	1709
2019 Q3	$338K	Buy	32,160 +2,216	+7%	+$23.4K	﹤0.01%	1619
2019 Q2	$311K	Buy	29,944 +7,264	+32%	+$73.8K	﹤0.01%	1683
2019 Q1	$225K	Sell	22,680 -4,320	-16%	-$40.9K	﹤0.01%	1803
2018 Q4	$233K	Buy	27,000 +4,520	+20%	+$42.1K	﹤0.01%	1696
2018 Q3	$230K	Buy	+22,480	New	+$224K	﹤0.01%	1856

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Janney Montgomery Scott increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 34% in Q1 2026, buying an estimated $1.36M and bringing the position to 171,654 shares worth $5M. The position accounts for 0.01% of the portfolio, ranked #851.

Janney Montgomery Scott first reported a position in SCHG in Q3 2018 and has held it in 31 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Janney Montgomery Scott held 171,654 shares of Schwab US Large-Cap Growth ETF worth $5M as of Q1 2026.
Janney Montgomery Scott bought 43,748 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.36M.
Schwab US Large-Cap Growth ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #851 holding.
Janney Montgomery Scott first reported a position in Schwab US Large-Cap Growth ETF in Q3 2018 and has held it in 31 quarters since.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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