Bank of Montreal’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $43.2K | Buy |
1,826
+1,596
| +694% | +$37.2K | ﹤0.01% | 3444 |
|
|
2026
Q1 | $4.94K | Sell |
230
-10,271
| -98% | -$225K | ﹤0.01% | 3631 |
|
|
2025
Q4 | $219K | Buy |
10,501
+10,229
| +3,761% | +$217K | ﹤0.01% | 2793 |
|
|
2025
Q3 | $5.87K | Hold |
272
| – | – | ﹤0.01% | 3398 |
|
|
2025
Q2 | $5.75K | Buy |
272
+170
| +167% | +$3.56K | ﹤0.01% | 3392 |
|
|
2025
Q1 | $2.19K | Sell |
102
-2,508
| -96% | -$53.6K | ﹤0.01% | 3399 |
|
|
2024
Q4 | $55K | Buy |
2,610
+735
| +39% | +$16.4K | ﹤0.01% | 3091 |
|
|
2024
Q3 | $43.1K | Buy |
+1,875
| New | +$41K | ﹤0.01% | 3439 |
|
|
2024
Q2 | – | Sell |
-29,200
| Closed | -$594K | – | 4196 |
|
|
2024
Q1 | $594K | Buy |
+29,200
| New | +$585K | ﹤0.01% | 2332 |
|
|
2023
Q4 | – | Sell |
-235
| Closed | -$4.55K | – | 4264 |
|
|
2023
Q3 | $4.55K | Sell |
235
-932
| -80% | -$17.9K | ﹤0.01% | 3678 |
|
|
2023
Q2 | $22.9K | Sell |
1,167
-387
| -25% | -$7.42K | ﹤0.01% | 3711 |
|
|
2023
Q1 | $30.3K | Hold |
1,554
| – | – | ﹤0.01% | 3455 |
|
|
2022
Q4 | $30K | Hold |
1,554
| – | – | ﹤0.01% | 3629 |
|
|
2022
Q3 | $33 | Sell |
1,554
-1,040
| -40% | -$22.5K | ﹤0.01% | 3721 |
|
|
2022
Q2 | $56 | Buy |
2,594
+1,040
| +67% | +$23.9K | ﹤0.01% | 3600 |
|
|
2022
Q1 | $39K | Sell |
1,554
-2,102
| -57% | -$50.7K | ﹤0.01% | 3824 |
|
|
2021
Q4 | $96K | Buy |
3,656
+2,102
| +135% | +$51.8K | ﹤0.01% | 3137 |
|
|
2021
Q3 | $38K | Buy |
+1,554
| New | +$37K | ﹤0.01% | 3591 |
|
|
2021
Q2 | – | Sell |
-1,126
| Closed | -$24K | – | 4735 |
|
|
2021
Q1 | $24K | Buy |
1,126
+140
| +14% | +$2.74K | ﹤0.01% | 3984 |
|
|
2020
Q4 | $18K | Sell |
986
-484
| -33% | -$8.95K | ﹤0.01% | 4466 |
|
|
2020
Q3 | $27K | Sell |
1,470
-12
| -0.8% | -$216 | ﹤0.01% | 3698 |
|
|
2020
Q2 | $26K | Sell |
1,482
-76
| -5% | -$1.32K | ﹤0.01% | 3736 |
|
|
2020
Q1 | $23K | Sell |
1,558
-1,472
| -49% | -$31.4K | ﹤0.01% | 3194 |
|
|
2019
Q4 | $70K | Sell |
3,030
-4,448
| -59% | -$104K | ﹤0.01% | 3668 |
|
|
2019
Q3 | $177K | Buy |
7,478
+1,612
| +27% | +$37K | ﹤0.01% | 2983 |
|
|
2019
Q2 | $130K | Sell |
5,866
-740
| -11% | -$16.5K | ﹤0.01% | 3183 |
|
|
2019
Q1 | $147K | Sell |
6,606
-2,898
| -30% | -$61.5K | ﹤0.01% | 2882 |
|
|
2018
Q4 | $183K | Buy |
9,504
+7,616
| +403% | +$155K | ﹤0.01% | 2627 |
|
|
2018
Q3 | $39K | Sell |
1,888
-6
| -0.3% | -$127 | ﹤0.01% | 3490 |
|
|
2018
Q2 | $40K | Buy |
1,894
+130
| +7% | +$2.57K | ﹤0.01% | 3506 |
|
|
2018
Q1 | $34K | Buy |
1,764
+436
| +33% | +$8.4K | ﹤0.01% | 3383 |
|
|
2017
Q4 | $28K | Buy |
1,328
+140
| +12% | +$2.91K | ﹤0.01% | 3476 |
|
|
2017
Q3 | $24K | Sell |
1,188
-32
| -3% | -$659 | ﹤0.01% | 3464 |
|
|
2017
Q2 | $25K | Buy |
1,220
+212
| +21% | +$4.36K | ﹤0.01% | 3451 |
|
|
2017
Q1 | $21K | Sell |
1,008
-1,124
| -53% | -$23K | ﹤0.01% | 3358 |
|
|
2016
Q4 | $43K | Buy |
2,132
+1,250
| +142% | +$25.1K | ﹤0.01% | 3162 |
|
|
2016
Q3 | $19K | Buy |
882
+398
| +82% | +$8.72K | ﹤0.01% | 3370 |
|
|
2016
Q2 | $11K | Sell |
484
-66
| -12% | -$1.36K | ﹤0.01% | 3562 |
|
|
2016
Q1 | $11K | Hold |
550
| – | – | ﹤0.01% | 3593 |
|
|
2015
Q4 | $11K | Hold |
550
| – | – | ﹤0.01% | 3599 |
|
|
2015
Q3 | $11K | Buy |
550
+250
| +83% | +$4.69K | ﹤0.01% | 3445 |
|
|
2015
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 3628 |
|
|
2015
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 3598 |
|
|
2014
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 3664 |
|
|
2014
Q3 | $5K | Buy |
+300
| New | +$5.35K | ﹤0.01% | 3799 |
|
Other funds holding SCHH
DI
BEI
Bank of Montreal's SCHH Position: Q2 2026 in Review
Bank of Montreal increased its Schwab US REIT ETF (SCHH) stake by 694% in Q2 2026, buying an estimated $37.2K and bringing the position to 1,826 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3444.
Bank of Montreal first reported a position in SCHH in Q3 2014 and has held it in 45 quarters since. The position peaked at $594K in Q1 2024. 568 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.
- Bank of Montreal held 1,826 shares of Schwab US REIT ETF worth $43.2K as of Q2 2026.
- Bank of Montreal bought 1,596 Schwab US REIT ETF shares in Q2 2026, an estimated $37.2K.
- Schwab US REIT ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3444 holding.
- Bank of Montreal first reported a position in Schwab US REIT ETF in Q3 2014 and has held it in 45 quarters since.
- Bank of Montreal's Schwab US REIT ETF position peaked at $594K in Q1 2024.
- 568 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.