Janney Montgomery Scott
SCHM icon

Janney Montgomery Scott’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Janney Montgomery Scott’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.4M Buy
308,478
+241,217
+359% +$8.3M 0.02% 634
2026
Q1 		$2.08M Buy
67,261
+22,062
+49% +$702K 0.01% 1253
2025
Q4 		$1.36M Buy
45,199
+3,539
+8% +$105K ﹤0.01% 1557
2025
Q3 		$1.24M Buy
41,660
+1,256
+3% +$36.6K ﹤0.01% 1572
2025
Q2 		$1.13M Sell
40,404
-427
-1% -$11.3K ﹤0.01% 1514
2025
Q1 		$1.07M Buy
40,831
+301
+0.7% +$8.38K ﹤0.01% 1498
2024
Q4 		$1.12M Sell
40,530
-636
-2% -$18.1K ﹤0.01% 1479
2024
Q3 		$1.14M Sell
41,166
-2,094
-5% -$55.7K ﹤0.01% 1429
2024
Q2 		$1.12M Sell
43,260
-2,022
-4% -$52.9K ﹤0.01% 1382
2024
Q1 		$1.23M Sell
45,282
-6,333
-12% -$162K ﹤0.01% 1413
2023
Q4 		$1.3M Buy
51,615
+984
+2% +$22.5K ﹤0.01% 1311
2023
Q3 		$1.14M Sell
50,631
-3,789
-7% -$89.8K ﹤0.01% 1277
2023
Q2 		$1.29M Buy
54,420
+6,117
+13% +$138K ﹤0.01% 1272
2023
Q1 		$1.09M Buy
48,303
+771
+2% +$17.8K ﹤0.01% 1268
2022
Q4 		$1.04M Sell
47,532
-2,502
-5% -$54.8K ﹤0.01% 1353
2022
Q3 		$1.01M Sell
50,034
-687
-1% -$15.3K ﹤0.01% 1312
2022
Q2 		$1.08M Buy
50,721
+1,455
+3% +$33.6K ﹤0.01% 1201
2022
Q1 		$1.25M Sell
49,266
-3,177
-6% -$79.6K 0.01% 1140
2021
Q4 		$1.41M Buy
52,443
+7,008
+15% +$187K 0.01% 1157
2021
Q3 		$1.16M Hold
45,435
– – 0.01% 1210
2021
Q2 		$1.19M Buy
45,435
+1,983
+5% +$51.2K 0.01% 1195
2021
Q1 		$1.08M Hold
43,452
– – 0.01% 1156
2020
Q4 		$988K Sell
43,452
-135
-0.3% -$2.81K ﹤0.01% 1184
2020
Q3 		$806K Hold
43,587
– – ﹤0.01% 1187
2020
Q2 		$765K Buy
43,587
+8,199
+23% +$134K ﹤0.01% 1175
2020
Q1 		$497K Sell
35,388
-1,539
-4% -$28.2K ﹤0.01% 1225
2019
Q4 		$740K Hold
36,927
– – ﹤0.01% 1231
2019
Q3 		$696K Buy
+36,927
New +$698K 0.01% 1200
2018
Q1 		– Sell
-14,940
Closed -$265K – 1996
2017
Q4 		$265K Sell
14,940
-2,814
-16% -$48.6K ﹤0.01% 1653
2017
Q3 		$297K Buy
+17,754
New +$289K ﹤0.01% 1502

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Janney Montgomery Scott increased its Schwab US Mid-Cap ETF (SCHM) stake by 359% in Q2 2026, buying an estimated $8.3M and bringing the position to 308,478 shares worth $11.4M. The position accounts for 0.02% of the portfolio, ranked #634.

Janney Montgomery Scott first reported a position in SCHM in Q3 2017 and has held it in 30 quarters since. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Janney Montgomery Scott held 308,478 shares of Schwab US Mid-Cap ETF worth $11.4M as of Q2 2026.
  • Janney Montgomery Scott bought 241,217 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $8.3M.
  • Schwab US Mid-Cap ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #634 holding.
  • Janney Montgomery Scott first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and has held it in 30 quarters since.
  • 1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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