Charles Schwab Corporation shares owned by Bank Of Montreal
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bank Of Montreal
from 13F filings
Historical chart of Bank Of Montreal investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Bank Of Montreal consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Bank Of Montreal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $272M | 3.0M | 91.24 |
| 2024-12-31 | $176M | 2.4M | 74.01 |
| 2024-09-30 | $150M | 2.3M | 64.42 |
| 2024-03-31 | $197M | 2.7M | 72.45 |
| 2023-12-31 | $224M | 3.2M | 69.57 |
| 2023-09-30 | $174M | 3.0M | 58.27 |
| 2023-06-30 | $186M | 3.3M | 57.14 |
| 2023-03-31 | $181M | 3.5M | 52.40 |
| 2022-12-31 | $182M | 2.2M | 83.26 |
| 2022-09-30 | $119M | 1.6M | 73.03 |
| 2022-06-30 | $101M | 1.6M | 64.52 |
| 2021-12-31 | $247M | 2.9M | 84.66 |
| 2021-09-30 | $195M | 2.6M | 75.66 |
| 2021-06-30 | $166M | 2.3M | 73.30 |
| 2021-03-31 | $124M | 1.8M | 66.84 |
| 2020-12-31 | $120M | 2.0M | 60.25 |
| 2020-09-30 | $50M | 1.4M | 36.75 |
| 2020-06-30 | $34M | 1.0M | 33.88 |
| 2020-03-31 | $31M | 891k | 34.39 |
| 2019-12-31 | $51M | 1.1M | 47.56 |
| 2019-09-30 | $79M | 1.9M | 41.83 |
| 2019-06-30 | $62M | 1.6M | 40.19 |
| 2019-03-31 | $71M | 1.7M | 42.76 |
| 2018-12-31 | $76M | 1.8M | 41.53 |
| 2018-09-30 | $87M | 1.8M | 49.15 |
| 2018-06-30 | $54M | 1.1M | 51.10 |
| 2018-03-31 | $66M | 1.3M | 52.22 |
| 2017-12-31 | $67M | 1.3M | 51.37 |
| 2017-09-30 | $67M | 1.5M | 43.74 |
| 2017-06-30 | $71M | 1.6M | 42.96 |
| 2017-03-31 | $46M | 1.1M | 40.81 |
| 2016-12-31 | $35M | 898k | 38.76 |
| 2016-09-30 | $38M | 1.2M | 31.57 |
| 2016-06-30 | $30M | 1.2M | 25.31 |
| 2016-03-31 | $23M | 822k | 28.02 |
| 2015-12-31 | $27M | 805k | 32.93 |
| 2015-09-30 | $21M | 739k | 28.53 |
| 2015-06-30 | $24M | 734k | 32.65 |
| 2015-03-31 | $17M | 561k | 30.49 |
| 2014-12-31 | $17M | 554k | 30.20 |
| 2014-09-30 | $15M | 518k | 29.39 |
| 2014-06-30 | $18M | 665k | 26.93 |
| 2014-03-31 | $18M | 705k | 25.00 |
| 2013-12-31 | $19M | 726k | 25.97 |
| 2013-09-30 | $14M | 709k | 20.00 |
| 2013-06-30 | $13M | 656k | 20.00 |