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Disclosery

BANK OF MONTREAL /CAN/: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on SCHA, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 77,093 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,093 shares
    Change vs previous 13F -3,562 shares

    <0.01% of the 13F portfolio, value $2,785,360.

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    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 80,655 shares
    Change vs previous 13F +4,922 shares

    <0.01% of the 13F portfolio, value $2,345,463.

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    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 75,733 shares
    Change vs previous 13F -325 shares

    <0.01% of the 13F portfolio, value $2,156,863.

    13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
    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 76,058 shares
    Change vs previous 13F -29,873 shares

    <0.01% of the 13F portfolio, value $2,122,018.

    13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
    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 105,931 shares
    Change vs previous 13F +4,306 shares

    <0.01% of the 13F portfolio, value $2,680,071.

    13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
    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 101,625 shares
    Change vs previous 13F -2,995 shares

    <0.01% of the 13F portfolio, value $2,381,067.

    13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
    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 104,620 shares
    Change vs previous 13F +58,323 shares

    <0.01% of the 13F portfolio, value $2,705,482.

    13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
    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 46,297 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,379,212.

    13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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