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Disclosery

BANK OF MONTREAL /CAN/: SCHO position timeline

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

BANK OF MONTREAL /CAN/ held 22,994 SCHO 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 22,994 shares
    Change vs previous 13F -16,292 shares

    <0.01% of the 13F portfolio, value $555,076.

    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 39,286 shares
    Change vs previous 13F -53,366 shares

    <0.01% of the 13F portfolio, value $953,470.

    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 92,652 shares
    Change vs previous 13F -630 shares

    <0.01% of the 13F portfolio, value $2,257,941.

    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 93,282 shares
    Change vs previous 13F +2,104 shares

    <0.01% of the 13F portfolio, value $2,276,081.

    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 91,178 shares
    Change vs previous 13F +34,514 shares

    <0.01% of the 13F portfolio, value $2,222,919.

    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 56,664 shares
    Change vs previous 13F +55,252 shares

    <0.01% of the 13F portfolio, value $1,379,202.

    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 1,412 shares
    Change vs previous 13F -2,606,551 shares

    <0.01% of the 13F portfolio, value $33,973.

    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 2,607,963 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $127,920,585.

    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).