CIBC Bancorp USA
SCHA icon

CIBC Bancorp USA’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

CIBC Bancorp USA’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.89M Buy
88,528
+13,100
+17% +$448K ﹤0.01% 893
2026
Q2 		$2.73M Buy
75,428
+1,521
+2% +$50.3K ﹤0.01% 900
2026
Q1 		$2.15M Buy
+73,907
New +$2.22M ﹤0.01% 888

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CIBC Bancorp USA's SCHA Position: Q3 2026 in Review

CIBC Bancorp USA increased its Schwab U.S Small- Cap ETF (SCHA) stake by 17% in Q3 2026, buying an estimated $448K and bringing the position to 88,528 shares worth $2.89M. The position accounts for ﹤0.01% of the portfolio, ranked #893.

CIBC Bancorp USA first reported a position in SCHA in Q1 2026 and has held it in 3 quarters since. 1,220 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • CIBC Bancorp USA held 88,528 shares of Schwab U.S Small- Cap ETF worth $2.89M as of Q3 2026.
  • CIBC Bancorp USA bought 13,100 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $448K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of CIBC Bancorp USA's portfolio in Q3 2026, its #893 holding.
  • CIBC Bancorp USA first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on CIBC Bancorp USA's 13F filing for Q3 2026, filed 13 Nov 2026.