CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in BMO — Bank Of Montreal /Can/
CIK 884546
SAN FRANCISCO, CA
Position in BMO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$271,218,517
+$15,782,582 QoQ
Shares Held
2,003,979
+1.8% QoQ
Ownership
0.286%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $13,499,235,563 across 19 Banks - Diversified names. BMO ranks #9 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,101,113 | $5,618,783,399 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,138,442 | $2,151,749,047 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
20,822,786 | $1,657,701,993 | |
| 4 | C |
Citigroup Inc
|
12,617,529 | $1,430,953,963 | |
| 5 | RY |
Royal Bank Of Canada
|
3,810,958 | $616,536,785 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
4,649,644 | $551,587,267 | |
| 7 | TD |
Toronto Dominion Bank
|
5,031,324 | $469,472,842 | |
| 8 | BNS |
Bank Of Nova Scotia
|
3,967,422 | $274,982,018 |
All Filings in BMO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $271,218,517 | 2,003,979 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $255,435,935 | 1,968,071 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $254,281,474 | 1,952,257 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $222,722,196 | 2,013,217 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $185,385,578 | 1,941,007 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $185,726,137 | 1,913,716 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $166,772,313 | 1,848,917 | 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. | ||||||