CIBC Private Wealth Group
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CIBC Private Wealth Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

CIBC Private Wealth Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$2.75M Sell
84,377
-10,641
-11% -$346K ﹤0.01% 523
2025
Q3 		$3.03M Buy
95,018
+1,259
+1% +$38.4K 0.01% 507
2025
Q2 		$2.74M Sell
93,759
-1,891
-2% -$50K ﹤0.01% 506
2025
Q1 		$2.13M Sell
95,650
-19,382
-17% -$531K ﹤0.01% 523
2024
Q4 		$3.24M Buy
115,032
+16,392
+17% +$448K 0.01% 489
2024
Q3 		$2.57M Buy
98,640
+212
+0.2% +$5.33K ﹤0.01% 520
2024
Q2 		$2.57M Buy
98,428
+48,660
+98% +$1.15M ﹤0.01% 502
2024
Q1 		$1.15M Sell
49,768
-68
-0.1% -$1.5K ﹤0.01% 635
2023
Q4 		$1.03M Sell
49,836
-2,236
-4% -$43.3K ﹤0.01% 622
2023
Q3 		$947K Buy
52,072
+33,288
+177% +$627K ﹤0.01% 620
2023
Q2 		$352K Buy
18,784
+1,540
+9% +$26.4K ﹤0.01% 749
2023
Q1 		$281K Hold
17,244
– – ﹤0.01% 791
2022
Q4 		$253K Sell
17,244
-12,312
-42% -$177K ﹤0.01% 708
2022
Q3 		$412K Buy
29,556
+16
+0.1% +$251 ﹤0.01% 736
2022
Q2 		$428K Buy
29,540
+16
+0.1% +$256 ﹤0.01% 734
2022
Q1 		$552K Sell
29,524
-236
-0.8% -$4.3K ﹤0.01% 730
2021
Q4 		$609K Buy
29,760
+16
+0.1% +$320 ﹤0.01% 729
2021
Q3 		$551K Sell
29,744
-12,200
-29% -$232K ﹤0.01% 721
2021
Q2 		$765K Sell
41,944
-80,272
-66% -$1.39M ﹤0.01% 720
2021
Q1 		$1.98M Buy
122,216
+80,480
+193% +$1.31M 0.01% 541
2020
Q4 		$670K Buy
41,736
+1,016
+2% +$15.4K ﹤0.01% 715
2020
Q3 		$586K Buy
+40,720
New +$568K ﹤0.01% 661
2020
Q2 		– Sell
-44,496
Closed -$443K – 775
2020
Q1 		$443K Buy
44,496
+10,664
+32% +$122K ﹤0.01% 652
2019
Q4 		$393K Sell
33,832
-1,144
-3% -$12.6K ﹤0.01% 744
2019
Q3 		$367K Buy
34,976
+208
+0.6% +$2.19K ﹤0.01% 744
2019
Q2 		$362K Buy
34,768
+7,304
+27% +$74.3K ﹤0.01% 780
2019
Q1 		$273K Sell
27,464
-18,704
-41% -$177K ﹤0.01% 836
2018
Q4 		$398K Buy
46,168
+20,448
+80% +$190K ﹤0.01% 726
2018
Q3 		$264K Buy
25,720
+11,304
+78% +$113K ﹤0.01% 886
2018
Q2 		$137K Hold
14,416
– – ﹤0.01% 980
2018
Q1 		$129K Sell
14,416
-5,832
-29% -$53.8K ﹤0.01% 982
2017
Q4 		$179K Buy
+20,248
New +$174K ﹤0.01% 938

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q4 2025, selling an estimated $346K and leaving 84,377 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #523.

CIBC Private Wealth Group first reported a position in SCHG in Q4 2017 and has held it in 32 quarters since. The position peaked at $3.24M in Q4 2024. 1,630 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • CIBC Private Wealth Group held 84,377 shares of Schwab US Large-Cap Growth ETF worth $2.75M as of Q4 2025.
  • CIBC Private Wealth Group sold 10,641 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $346K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #523 holding.
  • CIBC Private Wealth Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 32 quarters since.
  • CIBC Private Wealth Group's Schwab US Large-Cap Growth ETF position peaked at $3.24M in Q4 2024.
  • 1,630 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

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