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Disclosery

BANK OF MONTREAL /CAN/: SCHD position timeline

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

BANK OF MONTREAL /CAN/ held 115,805 SCHD 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 115,805 shares
    Change vs previous 13F +2,028 shares

    <0.01% of the 13F portfolio, value $3,672,159.

    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 113,777 shares
    Change vs previous 13F +2,378 shares

    <0.01% of the 13F portfolio, value $3,490,670.

    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 111,399 shares
    Change vs previous 13F +952 shares

    <0.01% of the 13F portfolio, value $3,055,692.

    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 110,447 shares
    Change vs previous 13F +4,653 shares

    <0.01% of the 13F portfolio, value $3,015,194.

    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 105,794 shares
    Change vs previous 13F +9,623 shares

    <0.01% of the 13F portfolio, value $2,803,540.

    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 96,171 shares
    Change vs previous 13F -8,351 shares

    <0.01% of the 13F portfolio, value $2,688,936.

    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 104,522 shares
    Change vs previous 13F +70,644 shares

    <0.01% of the 13F portfolio, value $2,855,552.

    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 33,878 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,854,598.

    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).