Janney Montgomery Scott LLC Schwab Strategic U.S. Mid Cap Transaction History

Janney Montgomery Scott LLC

  • $42.2 Billion
  • Q3 2025

A detailed history of Janney Montgomery Scott LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Janney Montgomery Scott LLC holds 41,660 shares of SCHM stock, worth $1.21 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
41,660
Previous 40,404 3.11%
Holding current value
$1.21 Million
Previous $1.13 Million 9.0%
% of portfolio
0.0%
Previous 0.0%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$28.15 - $30.13 $35,356 - $37,843
1,256 Added 3.11%
41,660 $1.24 Million
Q2 2025

Jul 17, 2025
SELL
$22.92 - $28.05 $9,786 - $11,977
-427 Reduced 1.05%
40,404 $1.13 Million
Q1 2025

Apr 17, 2025
BUY
$25.58 - $29.24 $7,699 - $8,801
301 Added 0.74%
40,831 $1.07 Million
Q4 2024

Jan 17, 2025
BUY
$27.54 - $83.04 $738,292 - $2.23 Million
26,808 Added 195.37%
40,530 $1.12 Million
Q3 2024

Oct 29, 2024
SELL
$75.47 - $83.18 $52,678 - $58,059
-698 Reduced 4.84%
13,722 $1.14 Million
Q2 2024

Jul 25, 2024
SELL
$75.69 - $81.19 $51,015 - $54,722
-674 Reduced 4.47%
14,420 $1.12 Million
Q1 2024

May 01, 2024
SELL
$72.89 - $81.43 $153,870 - $171,898
-2,111 Reduced 12.27%
15,094 $1.23 Million
Q4 2023

Feb 07, 2024
BUY
$63.01 - $75.95 $20,667 - $24,911
328 Added 1.94%
17,205 $1.3 Million
Q3 2023

Nov 08, 2023
SELL
$66.75 - $73.98 $84,305 - $93,436
-1,263 Reduced 6.96%
16,877 $1.14 Million
Q2 2023

Jul 26, 2023
BUY
$65.29 - $71.03 $133,126 - $144,830
2,039 Added 12.66%
18,140 $1.29 Million
Q1 2023

Apr 28, 2023
BUY
$64.24 - $73.9 $16,509 - $18,992
257 Added 1.62%
16,101 $1.09 Million
Q4 2022

Feb 01, 2023
SELL
$61.05 - $69.94 $50,915 - $58,329
-834 Reduced 5.0%
15,844 $1.04 Million
Q3 2022

Oct 25, 2022
SELL
$60.5 - $72.51 $13,854 - $16,604
-229 Reduced 1.35%
16,678 $1.01 Million
Q2 2022

Aug 03, 2022
BUY
$60.91 - $76.4 $29,541 - $37,054
485 Added 2.95%
16,907 $1.08 Million
Q1 2022

May 04, 2022
SELL
$70.66 - $80.89 $74,828 - $85,662
-1,059 Reduced 6.06%
16,422 $1.25 Million
Q4 2021

Jan 27, 2022
BUY
$76.01 - $83.39 $177,559 - $194,799
2,336 Added 15.42%
17,481 $1.41 Million
Q2 2021

Jul 26, 2021
BUY
$74.64 - $79.12 $49,337 - $52,298
661 Added 4.56%
15,145 $1.19 Million
Q4 2020

Jan 25, 2021
SELL
$55.93 - $68.45 $2,516 - $3,080
-45 Reduced 0.31%
14,484 $988,000
Q2 2020

Jul 23, 2020
BUY
$39.01 - $57.03 $106,614 - $155,862
2,733 Added 23.17%
14,529 $765,000
Q1 2020

Apr 30, 2020
SELL
$35.83 - $62.24 $18,380 - $31,929
-513 Reduced 4.17%
11,796 $497,000
Q3 2019

Oct 29, 2019
BUY
$56.23 - $57.59 $692,135 - $708,875
12,309 New
12,309 $696,000
Q1 2018

Apr 19, 2018
SELL
N/A
-4,980 Closed
0 $0
Q4 2017

Feb 14, 2018
SELL
N/A
-938 Reduced 15.85%
4,980 $265,000
Q3 2017

Nov 15, 2017
BUY
N/A
5,918
5,918 $297,000

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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