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

Janney Montgomery Scott’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.38M Buy
170,748
+30,027
+21% +$805K 0.01% 899
2025
Q4 		$3.79M Buy
140,721
+20,325
+17% +$543K 0.01% 1030
2025
Q3 		$3.17M Sell
120,396
-1,831
-1% -$46.5K 0.01% 1096
2025
Q2 		$2.99M Buy
122,227
+2,692
+2% +$60.9K 0.01% 1031
2025
Q1 		$2.64M Buy
119,535
+2,413
+2% +$56.2K 0.01% 1048
2024
Q4 		$2.71M Sell
117,122
-1,024
-0.9% -$23.9K 0.01% 1024
2024
Q3 		$2.67M Buy
118,146
+603
+0.5% +$13.1K 0.01% 1000
2024
Q2 		$2.52M Buy
117,543
+11,673
+11% +$241K 0.01% 989
2024
Q1 		$2.19M Buy
105,870
+519
+0.5% +$10.2K 0.01% 1120
2023
Q4 		$1.98M Buy
+105,351
New +$1.85M 0.01% 1107
2023
Q3 		– Sell
-127,929
Closed -$2.23M – 2748
2023
Q2 		$2.23M Buy
127,929
+7,380
+6% +$122K 0.01% 1021
2023
Q1 		$1.94M Sell
120,549
-9,954
-8% -$157K 0.01% 987
2022
Q4 		$1.96M Buy
130,503
+35,946
+38% +$544K 0.01% 1032
2022
Q3 		$1.33M Buy
94,557
+10,950
+13% +$172K 0.01% 1172
2022
Q2 		$1.26M Buy
83,607
+13,269
+19% +$215K 0.01% 1134
2022
Q1 		$1.26M Buy
70,338
+5,280
+8% +$93.5K 0.01% 1131
2021
Q4 		$1.23M Buy
65,058
+1,776
+3% +$32.8K ﹤0.01% 1214
2021
Q3 		$1.1M Sell
63,282
-378
-0.6% -$6.74K ﹤0.01% 1233
2021
Q2 		$1.1M Buy
63,660
+504
+0.8% +$8.5K ﹤0.01% 1222
2021
Q1 		$1.01M Buy
63,156
+5,676
+10% +$88.9K ﹤0.01% 1187
2020
Q4 		$871K Sell
57,480
-1,380
-2% -$19.7K ﹤0.01% 1253
2020
Q3 		$791K Buy
58,860
+8,520
+17% +$113K ﹤0.01% 1197
2020
Q2 		$622K Buy
50,340
+3,306
+7% +$38.5K ﹤0.01% 1258
2020
Q1 		$480K Buy
47,034
+2,160
+5% +$26.2K ﹤0.01% 1240
2019
Q4 		$574K Buy
44,874
+3,612
+9% +$44.3K ﹤0.01% 1358
2019
Q3 		$488K Buy
41,262
+5,376
+15% +$63.4K ﹤0.01% 1406
2019
Q2 		$420K Sell
35,886
-744
-2% -$8.55K ﹤0.01% 1520
2019
Q1 		$413K Buy
36,630
+3,900
+12% +$42.3K ﹤0.01% 1495
2018
Q4 		$326K Buy
+32,730
New +$351K ﹤0.01% 1514
2018
Q1 		– Sell
-35,292
Closed -$375K – 1997
2017
Q4 		$375K Buy
35,292
+7,230
+26% +$74.9K ﹤0.01% 1474
2017
Q3 		$281K Buy
28,062
+4,770
+20% +$46.8K ﹤0.01% 1536
2017
Q2 		$224K Hold
23,292
– – ﹤0.01% 1573
2017
Q1 		$218K Sell
23,292
-10,128
-30% -$93.6K ﹤0.01% 1571
2016
Q4 		$297K Sell
33,420
-12,384
-27% -$108K ﹤0.01% 1342
2016
Q3 		$394K Buy
+45,804
New +$393K 0.01% 1072

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Janney Montgomery Scott increased its Schwab US Large- Cap ETF (SCHX) stake by 21% in Q1 2026, buying an estimated $805K and bringing the position to 170,748 shares worth $4.38M. The position accounts for 0.01% of the portfolio, ranked #899.

Janney Montgomery Scott first reported a position in SCHX in Q3 2016 and has held it in 35 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Janney Montgomery Scott held 170,748 shares of Schwab US Large- Cap ETF worth $4.38M as of Q1 2026.
  • Janney Montgomery Scott bought 30,027 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $805K.
  • Schwab US Large- Cap ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #899 holding.
  • Janney Montgomery Scott first reported a position in Schwab US Large- Cap ETF in Q3 2016 and has held it in 35 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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