CBU
SCHW

CIBC Bancorp USA’s Charles Schwab SCHW Stock Holding History

CIBC Bancorp USA’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$173M Sell
1,872,038
-166,867
-8% -$15.2M 0.21% 122
2026
Q1 		$192M Buy
+2,038,905
New +$200M 0.26% 99
2025
Q3 		$22.5M Buy
+236,121
New +$22.4M 0.12% 130

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

CIBC Bancorp USA's SCHW Position: Q2 2026 in Review

CIBC Bancorp USA reduced its Charles Schwab (SCHW) stake by 8.2% in Q2 2026, selling an estimated $15.2M and leaving 1,872,038 shares worth $173M. The position accounts for 0.21% of the portfolio, ranked #122.

CIBC Bancorp USA first reported a position in SCHW in Q3 2025 and has held it in 3 quarters since. The position peaked at $192M in Q1 2026. 2,201 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • CIBC Bancorp USA held 1,872,038 shares of Charles Schwab worth $173M as of Q2 2026.
  • CIBC Bancorp USA sold 166,867 Charles Schwab shares in Q2 2026, an estimated $15.2M.
  • Charles Schwab made up 0.21% of CIBC Bancorp USA's portfolio in Q2 2026, its #122 holding.
  • CIBC Bancorp USA first reported a position in Charles Schwab in Q3 2025 and has held it in 3 quarters since.
  • CIBC Bancorp USA's Charles Schwab position peaked at $192M in Q1 2026.
  • 2,201 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.