Bank of Montreal
SCMB icon

Bank of Montreal’s Schwab Municipal Bond ETF SCMB Stock Holding History

Bank of Montreal’s Portfolio SCMB Stock Details SCMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.1K Buy
+749
New +$19.4K ﹤0.01% 3487
2023
Q2 		– Sell
-52,774
Closed -$1.38M – 4257
2023
Q1 		$1.38M Buy
+52,774
New +$1.37M ﹤0.01% 1855

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of Montreal opened a new position in Schwab Municipal Bond ETF (SCMB) in Q1 2026: 749 shares worth $19.1K. The stake represents ﹤0.01% of the portfolio and ranks #3487 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in SCMB as recently as Q1 2023.

Bank of Montreal first reported a position in SCMB in Q1 2023 and has held it in 2 quarters since. The position peaked at $1.38M in Q1 2023. 167 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

  • Bank of Montreal held 749 shares of Schwab Municipal Bond ETF worth $19.1K as of Q1 2026.
  • Schwab Municipal Bond ETF was a new Bank of Montreal position in Q1 2026.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3487 holding.
  • Bank of Montreal first reported a position in Schwab Municipal Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • Bank of Montreal's Schwab Municipal Bond ETF position peaked at $1.38M in Q1 2023.
  • 167 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

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