Bank of Montreal
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Bank of Montreal’s Schwab US TIPS ETF SCHP Stock Holding History

Bank of Montreal’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$246K Sell
9,265
-1,062
-10% -$28.3K ﹤0.01% 2887
2026
Q1 		$275K Sell
10,327
-9,377
-48% -$250K ﹤0.01% 2728
2025
Q4 		$522K Buy
19,704
+8,216
+72% +$220K ﹤0.01% 2293
2025
Q3 		$310K Buy
11,488
+9,669
+532% +$259K ﹤0.01% 2511
2025
Q2 		$48.5K Sell
1,819
-203
-10% -$5.37K ﹤0.01% 3141
2025
Q1 		$54.4K Sell
2,022
-1,898
-48% -$49.9K ﹤0.01% 3051
2024
Q4 		$101K Buy
3,920
+1,974
+101% +$51.9K ﹤0.01% 2949
2024
Q3 		$52.2K Sell
1,946
-28,754
-94% -$759K ﹤0.01% 3406
2024
Q2 		$802K Sell
30,700
-2,902
-9% -$75K ﹤0.01% 2145
2024
Q1 		$877K Buy
33,602
+18,136
+117% +$470K ﹤0.01% 2076
2023
Q4 		$405K Sell
15,466
-154,646
-91% -$3.93M ﹤0.01% 2656
2023
Q3 		$4.37M Buy
170,112
+149,638
+731% +$3.86M ﹤0.01% 1332
2023
Q2 		$540K Buy
20,474
+11,760
+135% +$312K ﹤0.01% 2546
2023
Q1 		$234K Buy
8,714
+2,074
+31% +$54.6K ﹤0.01% 2921
2022
Q4 		$174K Sell
6,640
-1,962
-23% -$51.3K ﹤0.01% 3208
2022
Q3 		$233 Buy
8,602
+7,786
+954% +$216K ﹤0.01% 3105
2022
Q2 		$24 Hold
816
– – ﹤0.01% 3742
2022
Q1 		$25K Sell
816
-4,542
-85% -$139K ﹤0.01% 3898
2021
Q4 		$169K Sell
5,358
-1,056
-16% -$33.3K ﹤0.01% 2998
2021
Q3 		$202K Sell
6,414
-312,198
-98% -$9.85M ﹤0.01% 3325
2021
Q2 		$9.95M Buy
318,612
+16,678
+6% +$517K ﹤0.01% 1272
2021
Q1 		$9.24M Buy
301,934
+18,278
+6% +$563K 0.01% 1053
2020
Q4 		$8.73M Buy
283,656
+14,698
+5% +$451K 0.01% 1093
2020
Q3 		$8.24M Buy
268,958
+17,666
+7% +$541K 0.01% 940
2020
Q2 		$7.59M Buy
251,292
+25,038
+11% +$742K 0.01% 974
2020
Q1 		$6.62M Buy
226,254
+18,474
+9% +$529K 0.01% 863
2019
Q4 		$5.88M Buy
207,780
+8,622
+4% +$244K ﹤0.01% 1256
2019
Q3 		$5.65M Sell
199,158
-1,800
-0.9% -$51K ﹤0.01% 1144
2019
Q2 		$5.66M Buy
200,958
+9,288
+5% +$257K ﹤0.01% 1142
2019
Q1 		$5.27M Buy
191,670
+78,766
+70% +$2.13M ﹤0.01% 1135
2018
Q4 		$3.01M Buy
112,904
+67,964
+151% +$1.81M ﹤0.01% 1324
2018
Q3 		$1.21M Buy
44,940
+15,240
+51% +$415K ﹤0.01% 1921
2018
Q2 		$815K Buy
29,700
+14,876
+100% +$406K ﹤0.01% 2107
2018
Q1 		$407K Buy
14,824
+3,608
+32% +$98.7K ﹤0.01% 2310
2017
Q4 		$311K Buy
11,216
+1,986
+22% +$54.9K ﹤0.01% 2499
2017
Q3 		$255K Sell
9,230
-124
-1% -$3.43K ﹤0.01% 2562
2017
Q2 		$257K Sell
9,354
-56
-0.6% -$1.55K ﹤0.01% 2538
2017
Q1 		$261K Buy
9,410
+360
+4% +$9.94K ﹤0.01% 2343
2016
Q4 		$251K Sell
9,050
-30
-0.3% -$837 ﹤0.01% 2390
2016
Q3 		$259K Buy
9,080
+1,110
+14% +$31.5K ﹤0.01% 2342
2016
Q2 		$225K Hold
7,970
– – ﹤0.01% 2418
2016
Q1 		$221K Buy
7,970
+3,470
+77% +$93.8K ﹤0.01% 2406
2015
Q4 		$120K Sell
4,500
-312
-6% -$8.37K ﹤0.01% 2690
2015
Q3 		$129K Sell
4,812
-650
-12% -$17.5K ﹤0.01% 2484
2015
Q2 		$148K Buy
5,462
+336
+7% +$9.18K ﹤0.01% 2544
2015
Q1 		$141K Buy
5,126
+26
+0.5% +$713 ﹤0.01% 2498
2014
Q4 		$138K Sell
5,100
-160
-3% -$4.37K ﹤0.01% 2631
2014
Q3 		$142K Sell
5,260
-150
-3% -$4.15K ﹤0.01% 2677
2014
Q2 		$151K Hold
5,410
– – ﹤0.01% 2631
2014
Q1 		$146K Sell
5,410
-200
-4% -$5.38K ﹤0.01% 2635
2013
Q4 		$148K Sell
5,610
-520
-8% -$14K ﹤0.01% 2361
2013
Q3 		$166K Sell
6,130
-960
-14% -$25.8K ﹤0.01% 2321
2013
Q2 		$191K Buy
+7,090
New +$201K ﹤0.01% 2212

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Bank of Montreal reduced its Schwab US TIPS ETF (SCHP) stake by 10% in Q2 2026, selling an estimated $28.3K and leaving 9,265 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2887.

Bank of Montreal first reported a position in SCHP in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.95M in Q2 2021. 753 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Bank of Montreal held 9,265 shares of Schwab US TIPS ETF worth $246K as of Q2 2026.
  • Bank of Montreal sold 1,062 Schwab US TIPS ETF shares in Q2 2026, an estimated $28.3K.
  • Schwab US TIPS ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2887 holding.
  • Bank of Montreal first reported a position in Schwab US TIPS ETF in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Schwab US TIPS ETF position peaked at $9.95M in Q2 2021.
  • 753 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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