CIBC Private Wealth Group
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CIBC Private Wealth Group’s Schwab US REIT ETF SCHH Stock Holding History

CIBC Private Wealth Group’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$205K Buy
9,792
+126
+1% +$2.67K ﹤0.01% 1178
2025
Q3 		$208K Sell
9,666
-344
-3% -$7.34K ﹤0.01% 1160
2025
Q2 		$212K Sell
10,010
-1,968
-16% -$41.2K ﹤0.01% 1108
2025
Q1 		$227K Buy
11,978
+3,390
+39% +$72.5K ﹤0.01% 1036
2024
Q4 		$178K Sell
8,588
-161
-2% -$3.6K ﹤0.01% 1197
2024
Q3 		$203K Sell
8,749
-11
-0.1% -$241 ﹤0.01% 1178
2024
Q2 		$175K Buy
8,760
+1,487
+20% +$29K ﹤0.01% 1159
2024
Q1 		$145K Buy
+7,273
New +$146K ﹤0.01% 1245
2022
Q1 		– Sell
-7,750
Closed -$204K – 1305
2021
Q4 		$204K Buy
+7,750
New +$191K ﹤0.01% 970
2018
Q3 		– Sell
-578
Closed -$12K – 1577
2018
Q2 		$12K Buy
578
+140
+32% +$2.77K ﹤0.01% 1524
2018
Q1 		$8K Hold
438
– – ﹤0.01% 1577
2017
Q4 		$9K Buy
+438
New +$9.11K ﹤0.01% 1577

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Schwab US REIT ETF (SCHH) stake by 1.3% in Q4 2025, buying an estimated $2.67K and bringing the position to 9,792 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

CIBC Private Wealth Group first reported a position in SCHH in Q4 2017 and has held it in 12 quarters since. The position peaked at $227K in Q1 2025. 557 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • CIBC Private Wealth Group held 9,792 shares of Schwab US REIT ETF worth $205K as of Q4 2025.
  • CIBC Private Wealth Group bought 126 Schwab US REIT ETF shares in Q4 2025, an estimated $2.67K.
  • Schwab US REIT ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1178 holding.
  • CIBC Private Wealth Group first reported a position in Schwab US REIT ETF in Q4 2017 and has held it in 12 quarters since.
  • CIBC Private Wealth Group's Schwab US REIT ETF position peaked at $227K in Q1 2025.
  • 557 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

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