Charles Schwab Corporation shares owned by Janney Montgomery Scott
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Janney Montgomery Scott
from 13F filings
Historical chart of Janney Montgomery Scott investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Janney Montgomery Scott
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $47M | 488k | 95.47 |
| 2025-06-30 | $45M | 497k | 91.24 |
| 2025-03-31 | $42M | 531k | 78.28 |
| 2024-12-31 | $42M | 570k | 74.01 |
| 2024-09-30 | $38M | 583k | 64.81 |
| 2024-06-30 | $45M | 608k | 73.69 |
| 2024-03-31 | $46M | 630k | 72.34 |
| 2023-12-31 | $40M | 585k | 68.80 |
| 2023-09-30 | $33M | 597k | 54.90 |
| 2023-06-30 | $37M | 647k | 56.68 |
| 2023-03-31 | $31M | 596k | 52.38 |
| 2022-12-31 | $34M | 411k | 83.26 |
| 2022-09-30 | $30M | 423k | 71.87 |
| 2022-06-30 | $25M | 391k | 63.18 |
| 2022-03-31 | $32M | 384k | 84.31 |
| 2021-12-31 | $34M | 404k | 84.10 |
| 2021-09-30 | $29M | 402k | 72.84 |
| 2021-06-30 | $29M | 400k | 72.81 |
| 2021-03-31 | $27M | 411k | 65.18 |
| 2020-12-31 | $24M | 446k | 53.04 |
| 2020-09-30 | $16M | 446k | 36.23 |
| 2020-06-30 | $15M | 446k | 33.74 |
| 2020-03-31 | $13M | 379k | 33.62 |
| 2019-12-31 | $18M | 384k | 47.56 |
| 2019-09-30 | $15M | 367k | 41.83 |
| 2019-06-30 | $1.8M | 46k | 40.18 |
| 2019-03-31 | $2.2M | 51k | 42.76 |
| 2018-12-31 | $2.3M | 56k | 41.53 |
| 2018-09-30 | $3.0M | 61k | 49.15 |
| 2018-06-30 | $3.1M | 61k | 51.11 |
| 2018-03-31 | $3.0M | 58k | 52.22 |
| 2017-12-31 | $3.1M | 60k | 51.36 |
| 2017-09-30 | $3.0M | 69k | 43.74 |
| 2017-06-30 | $2.0M | 46k | 42.95 |
| 2017-03-31 | $769k | 19k | 40.79 |
| 2016-12-31 | $764k | 19k | 39.46 |
| 2016-09-30 | $477k | 15k | 31.57 |
| 2016-06-30 | $623k | 19k | 32.97 |
| 2016-03-31 | $258k | 9.2k | 27.99 |
| 2015-12-31 | $266k | 8.1k | 32.97 |
| 2015-09-30 | $202k | 7.1k | 28.57 |
| 2014-12-31 | $212k | 7.0k | 30.19 |
| 2012-09-30 | $881k | 69k | 12.77 |
| 2012-06-30 | $773k | 60k | 12.92 |
| 2012-03-31 | $1.0M | 70k | 14.36 |
| 2011-12-31 | $792k | 70k | 11.25 |
| 2011-09-30 | $542k | 48k | 11.26 |
| 2011-06-30 | $385k | 23k | 16.44 |
| 2011-03-31 | $475k | 26k | 18.01 |
| 2010-12-31 | $477k | 28k | 17.11 |