CIBC Private Wealth Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

CIBC Private Wealth Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$6.43M	Buy	234,331 +656	+0.3%	+$17.8K	0.01%	396
2025 Q3	$6.38M	Sell	233,675 -36,026	-13%	-$983K	0.01%	395
2025 Q2	$7.15M	Buy	269,701 +62,980	+30%	+$1.64M	0.01%	385
2025 Q1	$5.03M	Buy	206,721 +974	+0.5%	+$27.2K	0.01%	397
2024 Q4	$5.62M	Sell	205,747 -345,803	-63%	-$9.83M	0.01%	403
2024 Q3	$15.5M	Buy	551,550 +7,056	+1%	+$192K	0.03%	299
2024 Q2	$14M	Buy	544,494 +4,056	+0.8%	+$106K	0.03%	290
2024 Q1	$14.4M	Buy	540,438 +4,818	+0.9%	+$124K	0.03%	296
2023 Q4	$13.6M	Sell	535,620 -8,961	-2%	-$214K	0.03%	288
2023 Q3	$12.8M	Sell	544,581 -6,078	-1%	-$149K	0.03%	291
2023 Q2	$13.3M	Buy	550,659 +50,706	+10%	+$1.21M	0.03%	296
2023 Q1	$32.7M	Sell	499,953 -17,511	-3%	-$438K	0.07%	203
2022 Q4	$10.4M	Sell	517,464 -23,526	-4%	-$581K	0.03%	260
2022 Q3	$12M	Sell	540,990 -23,106	-4%	-$561K	0.03%	281
2022 Q2	$13.5M	Buy	564,096 +81,942	+17%	+$2.08M	0.04%	274
2022 Q1	$12.7M	Buy	482,154 +46,344	+11%	+$1.21M	0.03%	299
2021 Q4	$11.7M	Buy	435,810 +546	+0.1%	+$14.2K	0.02%	314
2021 Q3	$10.8M	Sell	435,264 -11,349	-3%	-$288K	0.03%	318
2021 Q2	$11.3M	Buy	446,613 +10,008	+2%	+$253K	0.03%	329
2021 Q1	$10.6M	Buy	436,605 +9,615	+2%	+$219K	0.03%	322
2020 Q4	$9.13M	Sell	426,990 -138	-0%	-$2.8K	0.02%	331
2020 Q3	$7.87M	Buy	427,128 +371,391	+666%	+$6.83M	0.02%	322
2020 Q2	$962K	Sell	55,737 -58,755	-51%	-$992K	﹤0.01%	461
2020 Q1	$1.72M	Sell	114,492 -1,491	-1%	-$26.8K	0.01%	435
2019 Q4	$2.24M	Buy	115,983 +5,685	+5%	+$106K	0.01%	450
2019 Q3	$2.01M	Buy	110,298 +66,183	+150%	+$1.18M	0.01%	460
2019 Q2	$780K	Sell	44,115 -210	-0.5%	-$3.69K	﹤0.01%	628
2019 Q1	$772K	Sell	44,325 -55,659	-56%	-$936K	﹤0.01%	639
2018 Q4	$1.56M	Buy	99,984 +35,430	+55%	+$590K	0.01%	488
2018 Q3	$1.14M	Buy	64,554 +26,346	+69%	+$456K	﹤0.01%	637
2018 Q2	$628K	Sell	38,208 -1,908	-5%	-$31.4K	﹤0.01%	731
2018 Q1	$656K	Sell	40,116 -1,095	-3%	-$18.7K	﹤0.01%	727
2017 Q4	$703K	Buy	41,211 +330	+0.8%	+$5.42K	﹤0.01%	715
2017 Q3	$638K	Buy	+40,881	New	+$625K	﹤0.01%	727

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.28% in Q4 2025, buying an estimated $17.8K and bringing the position to 234,331 shares worth $6.43M. The position accounts for 0.01% of the portfolio, ranked #396.

CIBC Private Wealth Group first reported a position in SCHD in Q3 2017 and has held it in 34 quarters since. The position peaked at $32.7M in Q1 2023. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

CIBC Private Wealth Group held 234,331 shares of Schwab US Dividend Equity ETF worth $6.43M as of Q4 2025.
CIBC Private Wealth Group bought 656 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $17.8K.
Schwab US Dividend Equity ETF made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #396 holding.
CIBC Private Wealth Group first reported a position in Schwab US Dividend Equity ETF in Q3 2017 and has held it in 34 quarters since.
CIBC Private Wealth Group's Schwab US Dividend Equity ETF position peaked at $32.7M in Q1 2023.
1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

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