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MONTRUSCO BOLTON INVESTMENTS INC.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTRUSCO BOLTON INVESTMENTS INC. on SCHW, newest first. How the timeline and the estimate are built.

MONTRUSCO BOLTON INVESTMENTS INC. held 695,062 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 695,062 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $67,935,360.

    13F-HR 0001475940-26-000009 filed by MONTRUSCO BOLTON INVESTMENTS INC.
    Accepted , ingested