Bank of Montreal
SCHQ

Bank of Montreal’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Bank of Montreal’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.73K Hold
246
– – ﹤0.01% 3592
2025
Q4 		$7.8K Buy
+246
New +$7.95K ﹤0.01% 3445
2023
Q3 		– Sell
-124,500
Closed -$4.68M – 4175
2023
Q2 		$4.68M Buy
+124,500
New +$4.56M ﹤0.01% 1366

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of Montreal held its Schwab Long-Term US Treasury ETF (SCHQ) position steady in Q1 2026 at 246 shares worth $7.73K. The position accounts for ﹤0.01% of the portfolio, ranked #3592.

Bank of Montreal first reported a position in SCHQ in Q2 2023 and has held it in 3 quarters since. The position peaked at $4.68M in Q2 2023. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

  • Bank of Montreal held 246 shares of Schwab Long-Term US Treasury ETF worth $7.73K as of Q1 2026.
  • Bank of Montreal left its Schwab Long-Term US Treasury ETF share count unchanged in Q1 2026.
  • Schwab Long-Term US Treasury ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3592 holding.
  • Bank of Montreal first reported a position in Schwab Long-Term US Treasury ETF in Q2 2023 and has held it in 3 quarters since.
  • Bank of Montreal's Schwab Long-Term US Treasury ETF position peaked at $4.68M in Q2 2023.
  • 120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

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