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Janney Montgomery Scott LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Janney Montgomery Scott LLC on SCHD, newest first. How the timeline and the estimate are built.

Janney Montgomery Scott LLC held 1,464,701 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,464,701 shares
    Change vs previous 13F +57,983 shares

    0.09% of the 13F portfolio, value $46,446,000.

    13F-HR 0001329948-26-000006 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,406,718 shares
    Change vs previous 13F +93,150 shares

    0.11% of the 13F portfolio, value $43,158,000.

    13F-HR 0001329948-26-000004 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,313,568 shares
    Change vs previous 13F +110,380 shares

    0.08% of the 13F portfolio, value $36,031,000.

    13F-HR 0001329948-26-000001 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,203,188 shares
    Change vs previous 13F +62,892 shares

    0.08% of the 13F portfolio, value $32,847,000.

    13F-HR 0001329948-25-000015 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,140,296 shares
    Change vs previous 13F +25,967 shares

    0.08% of the 13F portfolio, value $30,218,000.

    13F-HR 0001329948-25-000008 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,114,329 shares
    Change vs previous 13F +40,671 shares

    0.09% of the 13F portfolio, value $31,157,000.

    13F-HR 0001329948-25-000004 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,073,658 shares
    Change vs previous 13F +739,252 shares

    0.08% of the 13F portfolio, value $29,332,000.

    13F-HR 0001329948-25-000001 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 334,406 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $28,267,000.

    13F-HR 0001329948-24-000023 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).