Skip to content
Disclosery

BANK OF MONTREAL /CAN/: SCHX position timeline

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

BANK OF MONTREAL /CAN/ held 158,053 SCHX 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 158,053 shares
    Change vs previous 13F -30,863 shares

    <0.01% of the 13F portfolio, value $4,651,486.

    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 188,916 shares
    Change vs previous 13F -7,735 shares

    <0.01% of the 13F portfolio, value $4,843,799.

    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 196,651 shares
    Change vs previous 13F -9,073 shares

    <0.01% of the 13F portfolio, value $5,291,888.

    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 205,724 shares
    Change vs previous 13F +3,510 shares

    <0.01% of the 13F portfolio, value $5,418,764.

    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 202,214 shares
    Change vs previous 13F +11,420 shares

    <0.01% of the 13F portfolio, value $4,942,112.

    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 190,794 shares
    Change vs previous 13F -2,469 shares

    <0.01% of the 13F portfolio, value $4,212,727.

    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 193,263 shares
    Change vs previous 13F +129,278 shares

    <0.01% of the 13F portfolio, value $4,479,832.

    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 63,985 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,326,040.

    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).