CIBC Private Wealth Group
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CIBC Private Wealth Group’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

CIBC Private Wealth Group’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$350K Buy
15,244
+5,949
+64% +$137K ﹤0.01% 979
2025
Q3 		$215K Buy
9,295
+8,471
+1,028% +$193K ﹤0.01% 1152
2025
Q2 		$18.8K Sell
824
-6,245
-88% -$139K ﹤0.01% 2038
2025
Q1 		$155K Buy
7,069
+6,213
+726% +$138K ﹤0.01% 1172
2024
Q4 		$18.8K Buy
856
+62
+8% +$1.39K ﹤0.01% 2078
2024
Q3 		$18.3K Sell
794
-12
-1% -$272 ﹤0.01% 2198
2024
Q2 		$17.9K Sell
806
-4,452
-85% -$97.6K ﹤0.01% 2078
2024
Q1 		$116K Buy
+5,258
New +$117K ﹤0.01% 1335

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 64% in Q4 2025, buying an estimated $137K and bringing the position to 15,244 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

CIBC Private Wealth Group first reported a position in SCHI in Q1 2024 and has held it in 8 quarters since. 229 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

  • CIBC Private Wealth Group held 15,244 shares of Schwab 5-10 Year Corporate Bond ETF worth $350K as of Q4 2025.
  • CIBC Private Wealth Group bought 5,949 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $137K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #979 holding.
  • CIBC Private Wealth Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • 229 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

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