Bank of Montreal
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Bank of Montreal’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bank of Montreal’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.52M Buy
155,018
+3,634
+2% +$113K ﹤0.01% 1351
2025
Q4 		$4.94M Buy
151,384
+12,105
+9% +$394K ﹤0.01% 1333
2025
Q3 		$4.44M Sell
139,279
-7,929
-5% -$242K ﹤0.01% 1342
2025
Q2 		$4.3M Buy
147,208
+4,099
+3% +$108K ﹤0.01% 1304
2025
Q1 		$3.58M Buy
143,109
+74,707
+109% +$2.05M ﹤0.01% 1292
2024
Q4 		$1.91M Sell
68,402
-406
-0.6% -$11.1K ﹤0.01% 1570
2024
Q3 		$1.78M Buy
68,808
+32,104
+87% +$808K ﹤0.01% 1748
2024
Q2 		$929K Buy
36,704
+2,556
+7% +$60.3K ﹤0.01% 2067
2024
Q1 		$793K Buy
34,148
+15,020
+79% +$332K ﹤0.01% 2137
2023
Q4 		$399K Sell
19,128
-25,676
-57% -$497K ﹤0.01% 2673
2023
Q3 		$845K Buy
44,804
+33,856
+309% +$637K ﹤0.01% 2151
2023
Q2 		$205K Sell
10,948
-36
-0.3% -$617 ﹤0.01% 3212
2023
Q1 		$179K Sell
10,984
-3,456
-24% -$52.5K ﹤0.01% 3070
2022
Q4 		$202K Buy
14,440
+4,864
+51% +$69.9K ﹤0.01% 3152
2022
Q3 		$145 Buy
9,576
+8
+0.1% +$125 ﹤0.01% 3328
2022
Q2 		$145 Sell
9,568
-3,028
-24% -$48.4K ﹤0.01% 3372
2022
Q1 		$240K Buy
12,596
+1,444
+13% +$26.3K ﹤0.01% 3340
2021
Q4 		$232K Buy
11,152
+232
+2% +$4.64K ﹤0.01% 2900
2021
Q3 		$204K Buy
10,920
+360
+3% +$6.86K ﹤0.01% 3321
2021
Q2 		$193K Buy
10,560
+328
+3% +$5.67K ﹤0.01% 3219
2021
Q1 		$175K Sell
10,232
-8,768
-46% -$143K ﹤0.01% 3171
2020
Q4 		$306K Buy
19,000
+2,648
+16% +$40.2K ﹤0.01% 2984
2020
Q3 		$235K Buy
16,352
+4,728
+41% +$65.9K ﹤0.01% 2666
2020
Q2 		$154K Sell
11,624
-1,024
-8% -$11.9K ﹤0.01% 2865
2020
Q1 		$122K Buy
12,648
+8,000
+172% +$91.3K ﹤0.01% 2518
2019
Q4 		$54K Buy
4,648
+16
+0.3% +$176 ﹤0.01% 3807
2019
Q3 		$49K Buy
4,632
+8
+0.2% +$84 ﹤0.01% 3632
2019
Q2 		$48K Buy
4,624
+3,024
+189% +$30.7K ﹤0.01% 3720
2019
Q1 		$16K Sell
1,600
-10,736
-87% -$102K ﹤0.01% 3741
2018
Q4 		$107K Buy
12,336
+2,992
+32% +$27.9K ﹤0.01% 2921
2018
Q3 		$96K Sell
9,344
-10,200
-52% -$102K ﹤0.01% 3112
2018
Q2 		$185K Hold
19,544
– – ﹤0.01% 2805
2018
Q1 		$175K Buy
19,544
+7,400
+61% +$68.2K ﹤0.01% 2692
2017
Q4 		$107K Buy
12,144
+600
+5% +$5.16K ﹤0.01% 2977
2017
Q3 		$95K Hold
11,544
– – ﹤0.01% 3000
2017
Q2 		$91K Hold
11,544
– – ﹤0.01% 3025
2017
Q1 		$87K Hold
11,544
– – ﹤0.01% 2876
2016
Q4 		$80K Hold
11,544
– – ﹤0.01% 2939
2016
Q3 		$80K Hold
11,544
– – ﹤0.01% 2888
2016
Q2 		$76K Hold
11,544
– – ﹤0.01% 2917
2016
Q1 		$76K Hold
11,544
– – ﹤0.01% 2898
2015
Q4 		$76K Hold
11,544
– – ﹤0.01% 2882
2015
Q3 		$72K Hold
11,544
– – ﹤0.01% 2772
2015
Q2 		$77K Sell
11,544
-1,152
-9% -$7.86K ﹤0.01% 2847
2015
Q1 		$85K Buy
12,696
+8
+0.1% +$53 ﹤0.01% 2701
2014
Q4 		$82K Sell
12,688
-3,840
-23% -$24.2K ﹤0.01% 2859
2014
Q3 		$102K Buy
16,528
+8
+0% +$49 ﹤0.01% 2816
2014
Q2 		$100K Buy
+16,520
New +$96.6K ﹤0.01% 2840

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of Montreal's SCHG Position: Q1 2026 in Review

Bank of Montreal increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.4% in Q1 2026, buying an estimated $113K and bringing the position to 155,018 shares worth $4.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Bank of Montreal first reported a position in SCHG in Q2 2014 and has held it in 48 quarters since. The position peaked at $4.94M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Bank of Montreal held 155,018 shares of Schwab US Large-Cap Growth ETF worth $4.52M as of Q1 2026.
  • Bank of Montreal bought 3,634 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $113K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1351 holding.
  • Bank of Montreal first reported a position in Schwab US Large-Cap Growth ETF in Q2 2014 and has held it in 48 quarters since.
  • Bank of Montreal's Schwab US Large-Cap Growth ETF position peaked at $4.94M in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.