Janney Montgomery Scott
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Janney Montgomery Scott’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Janney Montgomery Scott’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.1M Sell
754,806
-15,620
-2% -$358K 0.04% 400
2025
Q4 		$17.7M Sell
770,426
-32,124
-4% -$741K 0.04% 409
2025
Q3 		$18.5M Sell
802,550
-29,699
-4% -$678K 0.04% 382
2025
Q2 		$18.9M Sell
832,249
-2,338
-0.3% -$52.2K 0.05% 351
2025
Q1 		$18.7M Sell
834,587
-27,011
-3% -$601K 0.05% 350
2024
Q4 		$19M Sell
861,598
-25,404
-3% -$571K 0.05% 351
2024
Q3 		$20.5M Sell
887,002
-5,800
-0.6% -$131K 0.06% 330
2024
Q2 		$19.7M Sell
892,802
-67,798
-7% -$1.49M 0.06% 331
2024
Q1 		$21.4M Buy
960,600
+949,630
+8,657% +$21.1M 0.06% 309
2023
Q4 		$246K Sell
10,970
-366
-3% -$7.84K ﹤0.01% 2346
2023
Q3 		$239K Buy
11,336
+1,986
+21% +$43K ﹤0.01% 2281
2023
Q2 		$206K Buy
+9,350
New +$207K ﹤0.01% 2445

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Janney Montgomery Scott reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 2% in Q1 2026, selling an estimated $358K and leaving 754,806 shares worth $17.1M. The position accounts for 0.04% of the portfolio, ranked #400.

Janney Montgomery Scott first reported a position in SCHI in Q2 2023 and has held it in 12 quarters since. The position peaked at $21.4M in Q1 2024. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Janney Montgomery Scott held 754,806 shares of Schwab 5-10 Year Corporate Bond ETF worth $17.1M as of Q1 2026.
  • Janney Montgomery Scott sold 15,620 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $358K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.04% of Janney Montgomery Scott's portfolio in Q1 2026, its #400 holding.
  • Janney Montgomery Scott first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Janney Montgomery Scott's Schwab 5-10 Year Corporate Bond ETF position peaked at $21.4M in Q1 2024.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

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