Janney Montgomery Scott
SCHR

Janney Montgomery Scott’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Janney Montgomery Scott’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.54M Buy
101,934
+52,902
+108% +$1.33M 0.01% 1161
2025
Q4 		$1.23M Buy
49,032
+2,554
+5% +$64.3K ﹤0.01% 1617
2025
Q3 		$1.17M Buy
46,478
+9,820
+27% +$245K ﹤0.01% 1608
2025
Q2 		$918K Sell
36,658
-54,256
-60% -$1.34M ﹤0.01% 1636
2025
Q1 		$2.26M Buy
90,914
+55,664
+158% +$1.36M 0.01% 1111
2024
Q4 		$856K Buy
35,250
+4,218
+14% +$104K ﹤0.01% 1650
2024
Q3 		$785K Sell
31,032
-3,968
-11% -$99.2K ﹤0.01% 1668
2024
Q2 		$853K Sell
35,000
-3,300
-9% -$79.9K ﹤0.01% 1531
2024
Q1 		$939K Sell
38,300
-208,640
-84% -$5.13M ﹤0.01% 1562
2023
Q4 		$6.14M Buy
246,940
+12,924
+6% +$312K 0.02% 659
2023
Q3 		$5.61M Buy
234,016
+36,170
+18% +$880K 0.02% 630
2023
Q2 		$4.88M Buy
197,846
+34,962
+21% +$876K 0.02% 708
2023
Q1 		$4.11M Sell
162,884
-10,346
-6% -$258K 0.02% 692
2022
Q4 		$4.26M Buy
173,230
+7,854
+5% +$193K 0.02% 731
2022
Q3 		$4.06M Buy
165,376
+33,384
+25% +$853K 0.02% 701
2022
Q2 		$3.38M Sell
131,992
-446
-0.3% -$11.5K 0.02% 714
2022
Q1 		$3.53M Buy
132,438
+12,198
+10% +$333K 0.02% 697
2021
Q4 		$3.38M Sell
120,240
-3,702
-3% -$104K 0.01% 765
2021
Q3 		$3.51M Buy
123,942
+2,220
+2% +$63.5K 0.02% 715
2021
Q2 		$3.46M Buy
121,722
+12,390
+11% +$352K 0.02% 709
2021
Q1 		$3.08M Buy
109,332
+6,306
+6% +$181K 0.02% 716
2020
Q4 		$3M Buy
103,026
+16,504
+19% +$481K 0.01% 717
2020
Q3 		$2.54M Buy
86,522
+18,830
+28% +$553K 0.01% 714
2020
Q2 		$1.99M Buy
67,692
+14,372
+27% +$422K 0.01% 770
2020
Q1 		$1.57M Buy
53,320
+8,000
+18% +$226K 0.01% 784
2019
Q4 		$1.25M Buy
45,320
+250
+0.6% +$6.91K 0.01% 973
2019
Q3 		$1.25M Buy
45,070
+14,940
+50% +$413K 0.01% 938
2019
Q2 		$828K Buy
+30,130
New +$813K 0.01% 1143

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Janney Montgomery Scott increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 108% in Q1 2026, buying an estimated $1.33M and bringing the position to 101,934 shares worth $2.54M. The position accounts for 0.01% of the portfolio, ranked #1161.

Janney Montgomery Scott first reported a position in SCHR in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.14M in Q4 2023. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Janney Montgomery Scott held 101,934 shares of Schwab Intermediately-Term US Treasury ETF worth $2.54M as of Q1 2026.
  • Janney Montgomery Scott bought 52,902 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $1.33M.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1161 holding.
  • Janney Montgomery Scott first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2019 and has held it in 28 quarters since.
  • Janney Montgomery Scott's Schwab Intermediately-Term US Treasury ETF position peaked at $6.14M in Q4 2023.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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