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Disclosery

Janney Montgomery Scott LLC: SCHW position timeline

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

Janney Montgomery Scott LLC held 391,803 SCHW 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 391,803 shares
    Change vs previous 13F -54,078 shares

    0.07% of the 13F portfolio, value $36,152,000.

    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 445,881 shares
    Change vs previous 13F -40,859 shares

    0.1% of the 13F portfolio, value $41,904,000.

    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 486,740 shares
    Change vs previous 13F -933 shares

    0.11% of the 13F portfolio, value $48,630,000.

    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 487,673 shares
    Change vs previous 13F -9,727 shares

    0.11% of the 13F portfolio, value $46,558,000.

    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 497,400 shares
    Change vs previous 13F -34,024 shares

    0.12% of the 13F portfolio, value $45,383,000.

    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 531,424 shares
    Change vs previous 13F -38,069 shares

    0.12% of the 13F portfolio, value $41,600,000.

    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 569,493 shares
    Change vs previous 13F -13,212 shares

    0.12% of the 13F portfolio, value $42,148,000.

    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 582,705 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $37,765,000.

    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).