A detailed history of Janney Montgomery Scott LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Janney Montgomery Scott LLC holds 35,307 shares of SCHA stock, worth $925,396. This represents 0.01% of its overall portfolio holdings.

Number of Shares
35,307
Previous 35,273 0.1%
Holding current value
$925,396
Previous $1.67 Million 8.6%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$46.9 - $51.96 $1,594 - $1,766
34 Added 0.1%
35,307 $1.82 Million
Q2 2024

Jul 25, 2024

SELL
$45.24 - $49.04 $95,320 - $103,327
-2,107 Reduced 5.64%
35,273 $1.67 Million
Q1 2024

May 01, 2024

SELL
$44.84 - $49.24 $1.02 Million - $1.12 Million
-22,682 Reduced 37.76%
37,380 $1.84 Million
Q4 2023

Feb 07, 2024

SELL
$38.13 - $48.02 $82,894 - $104,395
-2,174 Reduced 3.49%
60,062 $2.84 Million
Q3 2023

Nov 08, 2023

BUY
$40.85 - $46.1 $867,980 - $979,532
21,248 Added 51.84%
62,236 $2.58 Million
Q2 2023

Jul 26, 2023

BUY
$39.91 - $43.82 $11,094 - $12,181
278 Added 0.68%
40,988 $1.8 Million
Q1 2023

Apr 28, 2023

SELL
$39.82 - $46.36 $3,743 - $4,357
-94 Reduced 0.23%
40,710 $1.71 Million
Q4 2022

Feb 01, 2023

SELL
$38.25 - $43.54 $121,520 - $138,326
-3,177 Reduced 7.22%
40,804 $1.65 Million
Q3 2022

Oct 25, 2022

BUY
$37.65 - $45.9 $162,196 - $197,737
4,308 Added 10.86%
43,981 $1.66 Million
Q2 2022

Aug 03, 2022

BUY
$37.88 - $48.01 $1.5 Million - $1.9 Million
39,673 New
39,673 $1.58 Million
Q1 2022

May 04, 2022

SELL
$44.42 - $51.73 $197,446 - $229,939
-4,445 Closed
0 $0
Q4 2021

Jan 27, 2022

BUY
$48.64 - $55.07 $19,407 - $21,972
399 Added 9.86%
4,445 $455,000
Q3 2021

Oct 29, 2021

SELL
$48.3 - $52.49 $18,064 - $19,631
-374 Reduced 8.46%
4,046 $405,000
Q2 2021

Jul 26, 2021

BUY
$48.39 - $52.91 $104,909 - $114,708
2,168 Added 96.27%
4,420 $460,000
Q1 2021

Apr 27, 2021

BUY
$43.89 - $52.63 $98,840 - $118,522
2,252 New
2,252 $224,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Janney Montgomery Scott LLC Portfolio

Follow Janney Montgomery Scott LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Janney Montgomery Scott LLC, based on Form 13F filings with the SEC.

News

Stay updated on Janney Montgomery Scott LLC with notifications on news.