CIBC Private Wealth Group’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
117,919
-18,996
| -14% | -$453K | 0.01% | 501 |
|
|
2025
Q1 | $2.62M | Buy |
136,915
+17,306
| +14% | +$331K | 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% | +$457K | 0.01% | 507 |
|
|
2024
Q2 | $2.28M | Buy |
107,031
+54
| +0.1% | +$1.15K | ﹤0.01% | 516 |
|
|
2024
Q1 | $2.17M | Buy |
106,977
+9,081
| +9% | +$184K | ﹤0.01% | 535 |
|
|
2023
Q4 | $1.82M | Sell |
97,896
-558
| -0.6% | -$10.4K | ﹤0.01% | 528 |
|
|
2023
Q3 | $1.64M | Sell |
98,454
-5,901
| -6% | -$98.1K | ﹤0.01% | 530 |
|
|
2023
Q2 | $1.8M | Buy |
104,355
+7,959
| +8% | +$137K | ﹤0.01% | 520 |
|
|
2023
Q1 | $10.7M | Sell |
96,396
-1,743
| -2% | -$193K | 0.02% | 309 |
|
|
2022
Q4 | $1.01M | Sell |
98,139
-19,191
| -16% | -$197K | ﹤0.01% | 527 |
|
|
2022
Q3 | $1.64M | Buy |
117,330
+6,324
| +6% | +$88.5K | ﹤0.01% | 510 |
|
|
2022
Q2 | $1.64M | Sell |
111,006
-2,565
| -2% | -$37.8K | ﹤0.01% | 528 |
|
|
2022
Q1 | $2.02M | Sell |
113,571
-13,977
| -11% | -$249K | ﹤0.01% | 522 |
|
|
2021
Q4 | $2.4M | Buy |
127,548
+576
| +0.5% | +$10.9K | 0.01% | 495 |
|
|
2021
Q3 | $2.2M | Buy |
126,972
+64,740
| +104% | +$1.12M | 0.01% | 493 |
|
|
2021
Q2 | $1.08M | Buy |
62,232
+29,586
| +91% | +$514K | ﹤0.01% | 645 |
|
|
2021
Q1 | $526K | Buy |
32,646
+2,598
| +9% | +$41.9K | ﹤0.01% | 790 |
|
|
2020
Q4 | $456K | Sell |
30,048
-306
| -1% | -$4.64K | ﹤0.01% | 788 |
|
|
2020
Q3 | $403K | Buy |
+30,354
| New | +$403K | ﹤0.01% | 726 |
|
|
2020
Q2 | – | Sell |
-28,476
| Closed | -$287K | – | 772 |
|
|
2020
Q1 | $287K | Buy |
28,476
+1,944
| +7% | +$19.6K | ﹤0.01% | 722 |
|
|
2019
Q4 | $340K | Sell |
26,532
-300
| -1% | -$3.84K | ﹤0.01% | 774 |
|
|
2019
Q3 | $318K | Sell |
26,832
-3,342
| -11% | -$39.6K | ﹤0.01% | 773 |
|
|
2019
Q2 | $355K | Sell |
30,174
-244,188
| -89% | -$2.87M | ﹤0.01% | 785 |
|
|
2019
Q1 | $3.11M | Buy |
274,362
+168,054
| +158% | +$1.91M | 0.01% | 393 |
|
|
2018
Q4 | $1.06M | Buy |
106,308
+82,410
| +345% | +$823K | ﹤0.01% | 552 |
|
|
2018
Q3 | $280K | Sell |
23,898
-630
| -3% | -$7.38K | ﹤0.01% | 878 |
|
|
2018
Q2 | $270K | Hold |
24,528
| – | – | ﹤0.01% | 873 |
|
|
2018
Q1 | $261K | Buy |
24,528
+2,232
| +10% | +$23.8K | ﹤0.01% | 893 |
|
|
2017
Q4 | $240K | Sell |
22,296
-414
| -2% | -$4.46K | ﹤0.01% | 907 |
|
|
2017
Q3 | $231K | Buy |
+22,710
| New | +$231K | ﹤0.01% | 879 |
|
|
2017
Q2 | – | Sell |
-61,992
| Closed | -$590K | – | 612 |
|
|
2017
Q1 | $590K | Buy |
+61,992
| New | +$590K | ﹤0.01% | 504 |
|