Bank of Montreal’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.35M | Buy |
80,655
+4,922
| +6% | +$148K | ﹤0.01% | 1593 |
|
|
2025
Q4 | $2.16M | Sell |
75,733
-325
| -0.4% | -$9.18K | ﹤0.01% | 1617 |
|
|
2025
Q3 | $2.12M | Sell |
76,058
-29,873
| -28% | -$799K | ﹤0.01% | 1626 |
|
|
2025
Q2 | $2.68M | Buy |
105,931
+4,306
| +4% | +$102K | ﹤0.01% | 1476 |
|
|
2025
Q1 | $2.38M | Sell |
101,625
-2,995
| -3% | -$76.3K | ﹤0.01% | 1440 |
|
|
2024
Q4 | $2.71M | Buy |
104,620
+12,026
| +13% | +$320K | ﹤0.01% | 1443 |
|
|
2024
Q3 | $2.38M | Sell |
92,594
-726
| -0.8% | -$18K | ﹤0.01% | 1622 |
|
|
2024
Q2 | $2.21M | Sell |
93,320
-360
| -0.4% | -$8.53K | ﹤0.01% | 1614 |
|
|
2024
Q1 | $2.31M | Sell |
93,680
-2,514
| -3% | -$58.9K | ﹤0.01% | 1563 |
|
|
2023
Q4 | $2.31M | Buy |
96,194
+882
| +0.9% | +$18.6K | ﹤0.01% | 1614 |
|
|
2023
Q3 | $2.06M | Sell |
95,312
-2,606
| -3% | -$57.2K | ﹤0.01% | 1686 |
|
|
2023
Q2 | $2.15M | Sell |
97,918
-4,632
| -5% | -$96.5K | ﹤0.01% | 1772 |
|
|
2023
Q1 | $2.15M | Buy |
102,550
+152
| +0.1% | +$3.27K | ﹤0.01% | 1664 |
|
|
2022
Q4 | $2.07M | Sell |
102,398
-9,774
| -9% | -$200K | ﹤0.01% | 1779 |
|
|
2022
Q3 | $2.31K | Sell |
112,172
-3,532
| -3% | -$73.9K | ﹤0.01% | 1738 |
|
|
2022
Q2 | $2.32K | Sell |
115,704
-2,806
| -2% | -$60K | ﹤0.01% | 1820 |
|
|
2022
Q1 | $5.52M | Buy |
118,510
+6,430
| +6% | +$152K | ﹤0.01% | 1437 |
|
|
2021
Q4 | $2.89M | Buy |
112,080
+5,448
| +5% | +$141K | ﹤0.01% | 1432 |
|
|
2021
Q3 | $2.71M | Buy |
106,632
+14,496
| +16% | +$368K | ﹤0.01% | 1927 |
|
|
2021
Q2 | $2.41M | Buy |
92,136
+12,636
| +16% | +$323K | ﹤0.01% | 1960 |
|
|
2021
Q1 | $2M | Sell |
79,500
-5,556
| -7% | -$137K | ﹤0.01% | 1801 |
|
|
2020
Q4 | $2M | Sell |
85,056
-8,556
| -9% | -$170K | ﹤0.01% | 1824 |
|
|
2020
Q3 | $1.67M | Buy |
93,612
+11,544
| +14% | +$199K | ﹤0.01% | 1737 |
|
|
2020
Q2 | $1.32M | Sell |
82,068
-3,008
| -4% | -$45K | ﹤0.01% | 1809 |
|
|
2020
Q1 | $1.03M | Buy |
85,076
+7,440
| +10% | +$126K | ﹤0.01% | 1687 |
|
|
2019
Q4 | $1.47M | Sell |
77,636
-2,424
| -3% | -$43.9K | ﹤0.01% | 2041 |
|
|
2019
Q3 | $1.4M | Sell |
80,060
-5,848
| -7% | -$103K | ﹤0.01% | 1912 |
|
|
2019
Q2 | $1.54M | Buy |
85,908
+2,764
| +3% | +$48.9K | ﹤0.01% | 1846 |
|
|
2019
Q1 | $1.45M | Buy |
83,144
+10,704
| +15% | +$183K | ﹤0.01% | 1847 |
|
|
2018
Q4 | $1.1M | Sell |
72,440
-2,584
| -3% | -$43.7K | ﹤0.01% | 1846 |
|
|
2018
Q3 | $1.43M | Buy |
75,024
+164
| +0.2% | +$3.13K | ﹤0.01% | 1848 |
|
|
2018
Q2 | $1.38M | Buy |
74,860
+1,084
| +1% | +$19.6K | ﹤0.01% | 1837 |
|
|
2018
Q1 | $1.27M | Buy |
73,776
+2,312
| +3% | +$40.8K | ﹤0.01% | 1799 |
|
|
2017
Q4 | $1.25M | Buy |
71,464
+16,580
| +30% | +$284K | ﹤0.01% | 1854 |
|
|
2017
Q3 | $924K | Buy |
54,884
+4,040
| +8% | +$65K | ﹤0.01% | 2014 |
|
|
2017
Q2 | $812K | Buy |
50,844
+6,368
| +14% | +$101K | ﹤0.01% | 2080 |
|
|
2017
Q1 | $700K | Buy |
44,476
+8,144
| +22% | +$128K | ﹤0.01% | 1979 |
|
|
2016
Q4 | $549K | Buy |
36,332
+2,400
| +7% | +$35.3K | ﹤0.01% | 2093 |
|
|
2016
Q3 | $488K | Buy |
33,932
+2,672
| +9% | +$37.9K | ﹤0.01% | 2091 |
|
|
2016
Q2 | $423K | Buy |
31,260
+1,596
| +5% | +$21.2K | ﹤0.01% | 2170 |
|
|
2016
Q1 | $386K | Buy |
29,664
+1,880
| +7% | +$22.8K | ﹤0.01% | 2145 |
|
|
2015
Q4 | $362K | Buy |
27,784
+1,096
| +4% | +$14.6K | ﹤0.01% | 2127 |
|
|
2015
Q3 | $339K | Buy |
26,688
+3,560
| +15% | +$49K | ﹤0.01% | 2035 |
|
|
2015
Q2 | $332K | Sell |
23,128
-16,180
| -41% | -$235K | ﹤0.01% | 2176 |
|
|
2015
Q1 | $566K | Buy |
39,308
+168
| +0.4% | +$2.35K | ﹤0.01% | 1865 |
|
|
2014
Q4 | $540K | Buy |
39,140
+200
| +0.5% | +$2.66K | ﹤0.01% | 2026 |
|
|
2014
Q3 | $501K | Sell |
38,940
-3,764
| -9% | -$50.3K | ﹤0.01% | 2076 |
|
|
2014
Q2 | $586K | Buy |
42,704
+3,572
| +9% | +$47.1K | ﹤0.01% | 1999 |
|
|
2014
Q1 | $524K | Buy |
39,132
+2,656
| +7% | +$35.1K | ﹤0.01% | 2025 |
|
|
2013
Q4 | $478K | Sell |
36,476
-2,672
| -7% | -$33.6K | ﹤0.01% | 1838 |
|
|
2013
Q3 | $472K | Buy |
39,148
+2,244
| +6% | +$26.4K | ﹤0.01% | 1838 |
|
|
2013
Q2 | $406K | Buy |
+36,904
| New | +$400K | ﹤0.01% | 1850 |
|
Other funds holding SCHA
AA
Bank of Montreal's SCHA Position: Q1 2026 in Review
Bank of Montreal increased its Schwab U.S Small- Cap ETF (SCHA) stake by 6.5% in Q1 2026, buying an estimated $148K and bringing the position to 80,655 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1593.
Bank of Montreal first reported a position in SCHA in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.52M in Q1 2022. 1,255 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.
- Bank of Montreal held 80,655 shares of Schwab U.S Small- Cap ETF worth $2.35M as of Q1 2026.
- Bank of Montreal bought 4,922 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $148K.
- Schwab U.S Small- Cap ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1593 holding.
- Bank of Montreal first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Schwab U.S Small- Cap ETF position peaked at $5.52M in Q1 2022.
- 1,255 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.