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 Q2	–	Sell	-246	Closed	-$7.73K	–	4029
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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of Montreal sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026, closing a stake of 246 shares — an estimated $7.73K sold.

Bank of Montreal first reported a position in SCHQ in Q2 2023 and held it in 3 quarters. The position peaked at $4.68M in Q2 2023. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Bank of Montreal reported no remaining Schwab Long-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Bank of Montreal sold 246 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $7.73K.
Bank of Montreal first reported a position in Schwab Long-Term US Treasury ETF in Q2 2023 and held it in 3 quarters.
Bank of Montreal's Schwab Long-Term US Treasury ETF position peaked at $4.68M in Q2 2023.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

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