Bank of Montreal
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Bank of Montreal’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bank of Montreal’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.84M Sell
188,916
-7,735
-4% -$207K ﹤0.01% 1329
2025
Q4 		$5.29M Sell
196,651
-9,073
-4% -$242K ﹤0.01% 1306
2025
Q3 		$5.42M Buy
205,724
+3,510
+2% +$89.1K ﹤0.01% 1249
2025
Q2 		$4.94M Buy
202,214
+11,420
+6% +$258K ﹤0.01% 1241
2025
Q1 		$4.21M Sell
190,794
-2,469
-1% -$57.5K ﹤0.01% 1233
2024
Q4 		$4.48M Buy
193,263
+1,308
+0.7% +$30.5K ﹤0.01% 1253
2024
Q3 		$4.33M Buy
191,955
+6,513
+4% +$142K ﹤0.01% 1388
2024
Q2 		$3.99M Sell
185,442
-11,751
-6% -$243K ﹤0.01% 1359
2024
Q1 		$4.09M Buy
197,193
+20,544
+12% +$404K ﹤0.01% 1311
2023
Q4 		$3.34M Sell
176,649
-21,036
-11% -$369K ﹤0.01% 1450
2023
Q3 		$3.51M Buy
197,685
+3,261
+2% +$57.2K ﹤0.01% 1428
2023
Q2 		$3.4M Sell
194,424
-20,706
-10% -$342K ﹤0.01% 1523
2023
Q1 		$3.47M Buy
215,130
+7,218
+3% +$114K ﹤0.01% 1401
2022
Q4 		$3.18M Sell
207,912
-4,509
-2% -$68.3K ﹤0.01% 1548
2022
Q3 		$3.25K Buy
212,421
+2,856
+1% +$44.8K ﹤0.01% 1582
2022
Q2 		$3.15K Buy
209,565
+2,763
+1% +$44.8K ﹤0.01% 1664
2022
Q1 		$3.77M Sell
206,802
-6,030
-3% -$107K ﹤0.01% 1605
2021
Q4 		$4.06M Buy
212,832
+14,196
+7% +$262K ﹤0.01% 1314
2021
Q3 		$3.49M Buy
198,636
+14,994
+8% +$267K ﹤0.01% 1803
2021
Q2 		$3.18M Buy
183,642
+26,340
+17% +$444K ﹤0.01% 1817
2021
Q1 		$2.6M Sell
157,302
-132
-0.1% -$2.07K ﹤0.01% 1656
2020
Q4 		$2.42M Buy
157,434
+2,550
+2% +$36.5K ﹤0.01% 1735
2020
Q3 		$2.09M Sell
154,884
-4,224
-3% -$56.1K ﹤0.01% 1644
2020
Q2 		$2M Sell
159,108
-4,368
-3% -$50.9K ﹤0.01% 1636
2020
Q1 		$1.63M Sell
163,476
-12,522
-7% -$152K ﹤0.01% 1515
2019
Q4 		$2.25M Sell
175,998
-12,324
-7% -$151K ﹤0.01% 1815
2019
Q3 		$2.23M Buy
188,322
+32,976
+21% +$389K ﹤0.01% 1624
2019
Q2 		$1.82M Sell
155,346
-13,944
-8% -$160K ﹤0.01% 1750
2019
Q1 		$1.91M Sell
169,290
-45,282
-21% -$491K ﹤0.01% 1706
2018
Q4 		$2.14M Buy
214,572
+62,586
+41% +$672K ﹤0.01% 1488
2018
Q3 		$1.76M Sell
151,986
-870
-0.6% -$9.89K ﹤0.01% 1738
2018
Q2 		$1.66M Buy
152,856
+7,734
+5% +$83.4K ﹤0.01% 1739
2018
Q1 		$1.53M Buy
145,122
+4,992
+4% +$54.3K ﹤0.01% 1699
2017
Q4 		$1.49M Buy
140,130
+7,656
+6% +$79.3K ﹤0.01% 1746
2017
Q3 		$1.33M Sell
132,474
-1,230
-0.9% -$12.1K ﹤0.01% 1839
2017
Q2 		$1.29M Sell
133,704
-35,862
-21% -$342K ﹤0.01% 1869
2017
Q1 		$1.59M Buy
169,566
+34,716
+26% +$321K ﹤0.01% 1648
2016
Q4 		$1.18M Buy
134,850
+2,646
+2% +$23K ﹤0.01% 1826
2016
Q3 		$1.14M Sell
132,204
-150
-0.1% -$1.29K ﹤0.01% 1762
2016
Q2 		$1.1M Sell
132,354
-1,542
-1% -$12.7K ﹤0.01% 1797
2016
Q1 		$1.09M Sell
133,896
-8,340
-6% -$64.4K ﹤0.01% 1717
2015
Q4 		$1.15M Buy
142,236
+690
+0.5% +$5.63K ﹤0.01% 1649
2015
Q3 		$1.08M Sell
141,546
-36,378
-20% -$294K ﹤0.01% 1543
2015
Q2 		$1.46M Sell
177,924
-96,690
-35% -$812K ﹤0.01% 1503
2015
Q1 		$2.27M Sell
274,614
-7,866
-3% -$64.8K ﹤0.01% 1314
2014
Q4 		$2.31M Sell
282,480
-3,246
-1% -$25.9K ﹤0.01% 1354
2014
Q3 		$2.24M Sell
285,726
-24,558
-8% -$193K ﹤0.01% 1420
2014
Q2 		$2.42M Buy
310,284
+12,690
+4% +$96.1K ﹤0.01% 1383
2014
Q1 		$2.22M Sell
297,594
-29,568
-9% -$217K ﹤0.01% 1283
2013
Q4 		$2.4M Sell
327,162
-1,614
-0.5% -$11.4K ﹤0.01% 1113
2013
Q3 		$2.2M Sell
328,776
-32,244
-9% -$215K ﹤0.01% 1125
2013
Q2 		$2.3M Buy
+361,020
New +$2.31M ﹤0.01% 1037

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Bank of Montreal reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.9% in Q1 2026, selling an estimated $207K and leaving 188,916 shares worth $4.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Bank of Montreal first reported a position in SCHX in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.42M in Q3 2025. 1,539 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Bank of Montreal held 188,916 shares of Schwab US Large- Cap ETF worth $4.84M as of Q1 2026.
  • Bank of Montreal sold 7,735 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $207K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1329 holding.
  • Bank of Montreal first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Schwab US Large- Cap ETF position peaked at $5.42M in Q3 2025.
  • 1,539 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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