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Disclosery

BANK OF MONTREAL /CAN/: SCHW position timeline

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

BANK OF MONTREAL /CAN/ held 2,538,664 SCHW 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 2,538,664 shares
    Change vs previous 13F -227,617 shares

    0.09% of the 13F portfolio, value $234,242,462.

    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 2,766,281 shares
    Change vs previous 13F -269,313 shares

    0.11% of the 13F portfolio, value $259,975,138.

    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 3,035,594 shares
    Change vs previous 13F -59,690 shares

    0.12% of the 13F portfolio, value $303,286,157.

    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 3,095,284 shares
    Change vs previous 13F +110,524 shares

    0.12% of the 13F portfolio, value $295,506,765.

    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 2,984,760 shares
    Change vs previous 13F +1,099,589 shares

    0.14% of the 13F portfolio, value $272,329,543.

    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 1,885,171 shares
    Change vs previous 13F -151,692 shares

    0.08% of the 13F portfolio, value $147,571,183.

    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 2,036,863 shares
    Change vs previous 13F -42,977 shares

    0.07% of the 13F portfolio, value $150,748,258.

    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 2,079,840 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $133,983,286.

    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).