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Disclosery

BANK OF MONTREAL /CAN/: SCHV position timeline

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

BANK OF MONTREAL /CAN/ held 27,793 SCHV 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 27,793 shares
    Change vs previous 13F -1,878 shares

    <0.01% of the 13F portfolio, value $967,474.

    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 29,671 shares
    Change vs previous 13F +1,379 shares

    <0.01% of the 13F portfolio, value $904,966.

    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 28,292 shares
    Change vs previous 13F +3,295 shares

    <0.01% of the 13F portfolio, value $837,727.

    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 24,997 shares
    Change vs previous 13F -976 shares

    <0.01% of the 13F portfolio, value $727,663.

    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 25,973 shares
    Change vs previous 13F -630 shares

    <0.01% of the 13F portfolio, value $718,673.

    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 26,603 shares
    Change vs previous 13F -8,166 shares

    <0.01% of the 13F portfolio, value $707,108.

    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 34,769 shares
    Change vs previous 13F +22,506 shares

    <0.01% of the 13F portfolio, value $906,428.

    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 12,263 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $982,389.

    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).