CIBC Private Wealth Group
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CIBC Private Wealth Group’s Schwab US Broad Market ETF SCHB Stock Holding History

CIBC Private Wealth Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$2.11M Sell
80,625
-48,750
-38% -$1.27M ﹤0.01% 560
2025
Q3 		$3.33M Buy
129,375
+11,456
+10% +$284K 0.01% 490
2025
Q2 		$2.81M Sell
117,919
-18,996
-14% -$418K 0.01% 501
2025
Q1 		$2.62M Buy
136,915
+17,306
+14% +$394K 0.01% 498
2024
Q4 		$2.73M Sell
119,609
-8,038
-6% -$184K 0.01% 510
2024
Q3 		$2.83M Buy
127,647
+20,616
+19% +$440K 0.01% 507
2024
Q2 		$2.28M Buy
107,031
+54
+0.1% +$1.09K ﹤0.01% 516
2024
Q1 		$2.17M Buy
106,977
+9,081
+9% +$176K ﹤0.01% 535
2023
Q4 		$1.82M Sell
97,896
-558
-0.6% -$9.64K ﹤0.01% 528
2023
Q3 		$1.64M Sell
98,454
-5,901
-6% -$102K ﹤0.01% 530
2023
Q2 		$1.8M Buy
104,355
+7,959
+8% +$130K ﹤0.01% 520
2023
Q1 		$10.7M Sell
96,396
-1,743
-2% -$27.3K 0.02% 309
2022
Q4 		$1.01M Sell
98,139
-19,191
-16% -$288K ﹤0.01% 527
2022
Q3 		$1.64M Buy
117,330
+6,324
+6% +$98.4K ﹤0.01% 510
2022
Q2 		$1.64M Sell
111,006
-2,565
-2% -$41.2K ﹤0.01% 528
2022
Q1 		$2.02M Sell
113,571
-13,977
-11% -$245K ﹤0.01% 522
2021
Q4 		$2.4M Buy
127,548
+576
+0.5% +$10.6K 0.01% 495
2021
Q3 		$2.2M Buy
126,972
+64,740
+104% +$1.15M 0.01% 493
2021
Q2 		$1.08M Buy
62,232
+29,586
+91% +$501K ﹤0.01% 645
2021
Q1 		$526K Buy
32,646
+2,598
+9% +$41K ﹤0.01% 790
2020
Q4 		$456K Sell
30,048
-306
-1% -$4.36K ﹤0.01% 788
2020
Q3 		$403K Buy
+30,354
New +$399K ﹤0.01% 726
2020
Q2 		– Sell
-28,476
Closed -$287K – 772
2020
Q1 		$287K Buy
28,476
+1,944
+7% +$23.5K ﹤0.01% 722
2019
Q4 		$340K Sell
26,532
-300
-1% -$3.68K ﹤0.01% 774
2019
Q3 		$318K Sell
26,832
-3,342
-11% -$39.5K ﹤0.01% 773
2019
Q2 		$355K Sell
30,174
-244,188
-89% -$2.82M ﹤0.01% 785
2019
Q1 		$3.11M Buy
274,362
+168,054
+158% +$1.84M 0.01% 393
2018
Q4 		$1.06M Buy
106,308
+82,410
+345% +$891K ﹤0.01% 552
2018
Q3 		$280K Sell
23,898
-630
-3% -$7.26K ﹤0.01% 878
2018
Q2 		$270K Hold
24,528
– – ﹤0.01% 873
2018
Q1 		$261K Buy
24,528
+2,232
+10% +$24.5K ﹤0.01% 893
2017
Q4 		$240K Sell
22,296
-414
-2% -$4.34K ﹤0.01% 907
2017
Q3 		$231K Buy
+22,710
New +$225K ﹤0.01% 879
2017
Q2 		– Sell
-61,992
Closed -$590K – 612
2017
Q1 		$590K Buy
+61,992
New +$582K ﹤0.01% 504

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its Schwab US Broad Market ETF (SCHB) stake by 38% in Q4 2025, selling an estimated $1.27M and leaving 80,625 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #560.

CIBC Private Wealth Group first reported a position in SCHB in Q1 2017 and has held it in 34 quarters since. The position peaked at $10.7M in Q1 2023. 1,316 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • CIBC Private Wealth Group held 80,625 shares of Schwab US Broad Market ETF worth $2.11M as of Q4 2025.
  • CIBC Private Wealth Group sold 48,750 Schwab US Broad Market ETF shares in Q4 2025, an estimated $1.27M.
  • Schwab US Broad Market ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #560 holding.
  • CIBC Private Wealth Group first reported a position in Schwab US Broad Market ETF in Q1 2017 and has held it in 34 quarters since.
  • CIBC Private Wealth Group's Schwab US Broad Market ETF position peaked at $10.7M in Q1 2023.
  • 1,316 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

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