CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in BMO — Bank Of Montreal /Can/

CIK 884546 SAN FRANCISCO, CA

Position in BMO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$367,590,423

+$96,371,906 QoQ

Shares Held

2,080,308

+3.8% QoQ

Ownership

0.299%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#33

of 656 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $15,629,521,790 across 19 Banks - Diversified names. BMO ranks #8 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,187,267	$6,280,568,105
2	BAC	Bank Of America Corp /De/	43,967,038	$2,505,241,825
3	WFC	Wells Fargo & Company/Mn	20,931,340	$1,729,765,937
4	C	Citigroup Inc	12,189,179	$1,705,997,492
5	RY	Royal Bank Of Canada	3,938,658	$815,184,046
6	BNY	Bank of New York Mellon Corp	4,520,823	$653,756,214
7	TD	Toronto Dominion Bank	5,099,275	$619,204,963
8	BMO	Bank Of Montreal /Can/ This page	2,080,308	$367,590,423

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$367,590,423	2,080,308	+3.8%	Shares	Sole	2026-08-14
2026-03-31	$271,218,517	2,003,979	+1.8%	Shares	Sole	2026-05-15
2025-12-31	$255,435,935	1,968,071	+0.8%	Shares	Sole	2026-02-13
2025-09-30	$254,281,474	1,952,257	-3.0%	Shares	Sole	2025-11-10
2025-06-30	$222,722,196	2,013,217	+3.7%	Shares	Sole	2025-08-12
2025-03-31	$185,385,578	1,941,007	+1.4%	Shares	Sole	2025-09-15
2024-12-31	$185,726,137	1,913,716	+3.5%	Shares	Sole	2025-02-06
2024-09-30	$166,772,313	1,848,917	+5.9%	Shares	Sole	2024-11-12
2024-06-30	$146,353,634	1,745,422	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.