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
Q2 		$19.3K Hold
749
– – ﹤0.01% 3592
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 $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

Bank of Montreal held its Schwab Municipal Bond ETF (SCMB) position steady in Q2 2026 at 749 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3592.

Bank of Montreal first reported a position in SCMB in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.38M in Q1 2023. 196 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

  • Bank of Montreal held 749 shares of Schwab Municipal Bond ETF worth $19.3K as of Q2 2026.
  • Bank of Montreal left its Schwab Municipal Bond ETF share count unchanged in Q2 2026.
  • Schwab Municipal Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3592 holding.
  • Bank of Montreal first reported a position in Schwab Municipal Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • Bank of Montreal's Schwab Municipal Bond ETF position peaked at $1.38M in Q1 2023.
  • 196 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

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