Bank of Montreal
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Bank of Montreal’s Schwab 1000 Index ETF SCHK Stock Holding History

Bank of Montreal’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$288K Buy
7,996
+482
+6% +$16.8K ﹤0.01% 2793
2026
Q1 		$235K Buy
7,514
+7
+0.1% +$229 ﹤0.01% 2842
2025
Q4 		$246K Buy
7,507
+8
+0.1% +$260 ﹤0.01% 2719
2025
Q3 		$241K Buy
7,499
+727
+11% +$22.5K ﹤0.01% 2664
2025
Q2 		$202K Sell
6,772
-34
-0.5% -$937 ﹤0.01% 2798
2025
Q1 		$183K Sell
6,806
-228
-3% -$6.47K ﹤0.01% 2758
2024
Q4 		$199K Buy
7,034
+16
+0.2% +$455 ﹤0.01% 2765
2024
Q3 		$193K Buy
7,018
+4,616
+192% +$123K ﹤0.01% 3042
2024
Q2 		$63.1K Sell
2,402
-1,502
-38% -$37.9K ﹤0.01% 3379
2024
Q1 		$99K Buy
3,904
+2,402
+160% +$57.8K ﹤0.01% 3287
2023
Q4 		$34.7K Sell
1,502
-200
-12% -$4.3K ﹤0.01% 3646
2023
Q3 		$36.8K Sell
1,702
-716
-30% -$15.4K ﹤0.01% 3481
2023
Q2 		$51.8K Buy
2,418
+916
+61% +$18.5K ﹤0.01% 3593
2023
Q1 		$29.7K Hold
1,502
– – ﹤0.01% 3464
2022
Q4 		$29.5K Sell
1,502
-884
-37% -$16.4K ﹤0.01% 3633
2022
Q3 		$45 Sell
2,386
-2,724
-53% -$52.4K ﹤0.01% 3652
2022
Q2 		$96 Buy
5,110
+4,194
+458% +$83.3K ﹤0.01% 3471
2022
Q1 		$21K Hold
916
– – ﹤0.01% 3924
2021
Q4 		$21K Hold
916
– – ﹤0.01% 3339
2021
Q3 		$21K Hold
916
– – ﹤0.01% 3658
2021
Q2 		$20K Hold
916
– – ﹤0.01% 3510
2021
Q1 		$19K Hold
916
– – ﹤0.01% 4088
2020
Q4 		$17K Hold
916
– – ﹤0.01% 4499
2020
Q3 		$15K Hold
916
– – ﹤0.01% 3955
2020
Q2 		$14K Sell
916
-674
-42% -$9.65K ﹤0.01% 4017
2020
Q1 		$19K Hold
1,590
– – ﹤0.01% 3274
2019
Q4 		$25K Hold
1,590
– – ﹤0.01% 4191
2019
Q3 		$23K Buy
+1,590
New +$23.1K ﹤0.01% 4016

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PWMAI
PENSION & WEALTH MANAGEMENT ADVISORS, INC. Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Bank of Montreal increased its Schwab 1000 Index ETF (SCHK) stake by 6.4% in Q2 2026, buying an estimated $16.8K and bringing the position to 7,996 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #2793.

Bank of Montreal first reported a position in SCHK in Q3 2019 and has held it in 28 quarters since. 257 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Bank of Montreal held 7,996 shares of Schwab 1000 Index ETF worth $288K as of Q2 2026.
  • Bank of Montreal bought 482 Schwab 1000 Index ETF shares in Q2 2026, an estimated $16.8K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2793 holding.
  • Bank of Montreal first reported a position in Schwab 1000 Index ETF in Q3 2019 and has held it in 28 quarters since.
  • 257 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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