Janney Montgomery Scott
SCHV

Janney Montgomery Scott’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Janney Montgomery Scott’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.97M Sell
56,451
-887
-2% -$29.2K ﹤0.01% 1500
2026
Q1 		$1.75M Sell
57,338
-7,253
-11% -$226K ﹤0.01% 1351
2025
Q4 		$1.91M Buy
64,591
+4,416
+7% +$129K ﹤0.01% 1356
2025
Q3 		$1.75M Buy
60,175
+8
+0% +$227 ﹤0.01% 1388
2025
Q2 		$1.67M Buy
60,167
+618
+1% +$16.2K ﹤0.01% 1301
2025
Q1 		$1.58M Buy
59,549
+9
+0% +$242 ﹤0.01% 1272
2024
Q4 		$1.55M Sell
59,540
-2,365
-4% -$63.8K ﹤0.01% 1289
2024
Q3 		$1.66M Sell
61,905
-32,172
-34% -$826K ﹤0.01% 1247
2024
Q2 		$2.32M Buy
94,077
+1,611
+2% +$39.8K 0.01% 1035
2024
Q1 		$2.34M Sell
92,466
-7,854
-8% -$188K 0.01% 1083
2023
Q4 		$2.34M Buy
100,320
+36
+0% +$787 0.01% 1035
2023
Q3 		$2.15M Sell
100,284
-5,847
-6% -$131K 0.01% 983
2023
Q2 		$2.37M Buy
106,131
+3,975
+4% +$86.8K 0.01% 999
2023
Q1 		$2.23M Sell
102,156
-252
-0.2% -$5.6K 0.01% 936
2022
Q4 		$2.25M Buy
102,408
+1,692
+2% +$36.6K 0.01% 972
2022
Q3 		$1.96M Buy
100,716
+825
+0.8% +$17.8K 0.01% 975
2022
Q2 		$2.1M Buy
99,891
+10,611
+12% +$238K 0.01% 917
2022
Q1 		$2.13M Sell
89,280
-3,261
-4% -$77.2K 0.01% 892
2021
Q4 		$2.26M Buy
92,541
+1,500
+2% +$35.5K 0.01% 923
2021
Q3 		$2.05M Buy
91,041
+63
+0.1% +$1.46K 0.01% 936
2021
Q2 		$2.07M Buy
90,978
+12,384
+16% +$281K 0.01% 923
2021
Q1 		$1.71M Buy
78,594
+10,974
+16% +$229K 0.01% 959
2020
Q4 		$1.34M Buy
67,620
+4,512
+7% +$84.3K 0.01% 1040
2020
Q3 		$1.1M Buy
63,108
+1,512
+2% +$26.4K 0.01% 1060
2020
Q2 		$1.03M Buy
61,596
+4,770
+8% +$77.9K 0.01% 1026
2020
Q1 		$839K Buy
+56,826
New +$1.04M 0.01% 997

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Janney Montgomery Scott reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.5% in Q2 2026, selling an estimated $29.2K and leaving 56,451 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Janney Montgomery Scott first reported a position in SCHV in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.37M in Q2 2023. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Janney Montgomery Scott held 56,451 shares of Schwab US Large-Cap Value ETF worth $1.97M as of Q2 2026.
  • Janney Montgomery Scott sold 887 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $29.2K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1500 holding.
  • Janney Montgomery Scott first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
  • Janney Montgomery Scott's Schwab US Large-Cap Value ETF position peaked at $2.37M in Q2 2023.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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