CIBC Private Wealth Group
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CIBC Private Wealth Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$1.94M Sell
68,144
-2,059
-3% -$58.1K ﹤0.01% 577
2025
Q3 		$1.96M Buy
70,203
+20,505
+41% +$548K ﹤0.01% 570
2025
Q2 		$1.26M Sell
49,698
-11,573
-19% -$274K ﹤0.01% 631
2025
Q1 		$1.25M Buy
61,271
+9,721
+19% +$248K ﹤0.01% 613
2024
Q4 		$1.34M Sell
51,550
-3,222
-6% -$85.7K ﹤0.01% 640
2024
Q3 		$1.41M Sell
54,772
-2,558
-4% -$63.5K ﹤0.01% 632
2024
Q2 		$1.35M Buy
57,330
+368
+0.6% +$8.72K ﹤0.01% 602
2024
Q1 		$1.39M Sell
56,962
-1,766
-3% -$41.4K ﹤0.01% 594
2023
Q4 		$1.39M Sell
58,728
-1,036
-2% -$21.8K ﹤0.01% 569
2023
Q3 		$1.24M Sell
59,764
-2,542
-4% -$55.8K ﹤0.01% 567
2023
Q2 		$1.36M Sell
62,306
-25,592
-29% -$533K ﹤0.01% 544
2023
Q1 		$4.1M Buy
87,898
+2,676
+3% +$57.5K 0.01% 417
2022
Q4 		$863K Buy
85,222
+7,244
+9% +$148K ﹤0.01% 548
2022
Q3 		$1.47M Buy
77,978
+46
+0.1% +$962 ﹤0.01% 529
2022
Q2 		$1.52M Buy
77,932
+4,218
+6% +$90.2K ﹤0.01% 538
2022
Q1 		$1.75M Buy
73,714
+29,058
+65% +$686K ﹤0.01% 546
2021
Q4 		$1.14M Buy
44,656
+72
+0.2% +$1.86K ﹤0.01% 626
2021
Q3 		$1.12M Sell
44,584
-3,744
-8% -$95.1K ﹤0.01% 604
2021
Q2 		$1.26M Sell
48,328
-2,548
-5% -$65.1K ﹤0.01% 615
2021
Q1 		$1.27M Buy
50,876
+12,824
+34% +$315K ﹤0.01% 617
2020
Q4 		$847K Sell
38,052
-932
-2% -$18.6K ﹤0.01% 662
2020
Q3 		$666K Buy
+38,984
New +$671K ﹤0.01% 637
2020
Q2 		– Sell
-59,532
Closed -$767K – 771
2020
Q1 		$767K Sell
59,532
-9,432
-14% -$160K ﹤0.01% 554
2019
Q4 		$1.3M Sell
68,964
-10,120
-13% -$183K ﹤0.01% 534
2019
Q3 		$1.38M Sell
79,084
-8,592
-10% -$152K ﹤0.01% 513
2019
Q2 		$1.57M Buy
87,676
+5,580
+7% +$98.7K 0.01% 506
2019
Q1 		$1.44M Sell
82,096
-9,380
-10% -$160K 0.01% 524
2018
Q4 		$1.39M Sell
91,476
-16,124
-15% -$272K 0.01% 508
2018
Q3 		$2.05M Sell
107,600
-1,728
-2% -$33K 0.01% 494
2018
Q2 		$2.01M Buy
109,328
+1,888
+2% +$34.2K 0.01% 492
2018
Q1 		$1.86M Sell
107,440
-55,668
-34% -$981K 0.01% 497
2017
Q4 		$2.84M Sell
163,108
-20,788
-11% -$356K 0.01% 438
2017
Q3 		$3.1M Buy
183,896
+116,912
+175% +$1.88M 0.01% 407
2017
Q2 		$1.07M Buy
66,984
+8,720
+15% +$138K 0.01% 454
2017
Q1 		$917K Buy
+58,264
New +$912K 0.01% 459

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

CIBC Private Wealth Group's SCHA Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.9% in Q4 2025, selling an estimated $58.1K and leaving 68,144 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #577.

CIBC Private Wealth Group first reported a position in SCHA in Q1 2017 and has held it in 35 quarters since. The position peaked at $4.1M in Q1 2023. 1,239 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • CIBC Private Wealth Group held 68,144 shares of Schwab U.S Small- Cap ETF worth $1.94M as of Q4 2025.
  • CIBC Private Wealth Group sold 2,059 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $58.1K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #577 holding.
  • CIBC Private Wealth Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2017 and has held it in 35 quarters since.
  • CIBC Private Wealth Group's Schwab U.S Small- Cap ETF position peaked at $4.1M in Q1 2023.
  • 1,239 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.