Bank of Montreal
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Bank of Montreal’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bank of Montreal’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$71.8K Buy
3,170
+1,950
+160% +$44.2K ﹤0.01% 3337
2026
Q1 		$27.7K Sell
1,220
-470
-28% -$10.8K ﹤0.01% 3422
2025
Q4 		$38.8K Buy
1,690
+120
+8% +$2.77K ﹤0.01% 3234
2025
Q3 		$36.2K Hold
1,570
– – ﹤0.01% 3190
2025
Q2 		$35.7K Buy
1,570
+690
+78% +$15.4K ﹤0.01% 3202
2025
Q1 		$19.8K Hold
880
– – ﹤0.01% 3222
2024
Q4 		$19.4K Buy
880
+208
+31% +$4.67K ﹤0.01% 3261
2024
Q3 		$15.5K Buy
+672
New +$15.2K ﹤0.01% 3612

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of Montreal's SCHI Position: Q2 2026 in Review

Bank of Montreal increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 160% in Q2 2026, buying an estimated $44.2K and bringing the position to 3,170 shares worth $71.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3337.

Bank of Montreal first reported a position in SCHI in Q3 2024 and has held it in 8 quarters since. 268 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Bank of Montreal held 3,170 shares of Schwab 5-10 Year Corporate Bond ETF worth $71.8K as of Q2 2026.
  • Bank of Montreal bought 1,950 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $44.2K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3337 holding.
  • Bank of Montreal first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.