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
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 $57.3B AUM 18.32% 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 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $776M AUM 30.08% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of Montreal reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 28% in Q1 2026, selling an estimated $10.8K and leaving 1,220 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3422.

Bank of Montreal first reported a position in SCHI in Q3 2024 and has held it in 7 quarters since. The position peaked at $38.8K in Q4 2025. 258 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Bank of Montreal held 1,220 shares of Schwab 5-10 Year Corporate Bond ETF worth $27.7K as of Q1 2026.
  • Bank of Montreal sold 470 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $10.8K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3422 holding.
  • Bank of Montreal first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Bank of Montreal's Schwab 5-10 Year Corporate Bond ETF position peaked at $38.8K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

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