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BANK OF MONTREAL /CAN/: SCHG position timeline

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

BANK OF MONTREAL /CAN/ held 159,294 SCHG 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 159,294 shares
    Change vs previous 13F +4,276 shares

    <0.01% of the 13F portfolio, value $5,390,497.

    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 155,018 shares
    Change vs previous 13F +3,634 shares

    <0.01% of the 13F portfolio, value $4,515,676.

    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 151,384 shares
    Change vs previous 13F +12,105 shares

    <0.01% of the 13F portfolio, value $4,938,136.

    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 139,279 shares
    Change vs previous 13F -7,929 shares

    <0.01% of the 13F portfolio, value $4,444,379.

    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 147,208 shares
    Change vs previous 13F +4,099 shares

    <0.01% of the 13F portfolio, value $4,299,931.

    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 143,109 shares
    Change vs previous 13F +74,707 shares

    <0.01% of the 13F portfolio, value $3,583,453.

    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 68,402 shares
    Change vs previous 13F +51,200 shares

    <0.01% of the 13F portfolio, value $1,906,377.

    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 17,202 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,782,978.

    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).