CIBC Private Wealth Group
SCHK icon

CIBC Private Wealth Group’s Schwab 1000 Index ETF SCHK Stock Holding History

CIBC Private Wealth Group’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,700
Closed -$110K – 3279
2025
Q2 		$110K Hold
3,700
– – ﹤0.01% 1343
2025
Q1 		$88.3K Buy
3,700
+3,048
+467% +$86.6K ﹤0.01% 1405
2024
Q4 		$18.6K Hold
652
– – ﹤0.01% 2081
2024
Q3 		$18K Hold
652
– – ﹤0.01% 2205
2024
Q2 		$17.4K Buy
+652
New +$16.5K ﹤0.01% 2086
2023
Q2 		– Sell
-20,076
Closed -$397K – 922
2023
Q1 		$397K Buy
20,076
+76
+0.4% +$1.47K ﹤0.01% 747
2022
Q4 		$369 Buy
+20,000
New +$372K ﹤0.01% 806

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

CIBC Private Wealth Group's SCHK Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Schwab 1000 Index ETF (SCHK) in Q3 2025, closing a stake of 3,700 shares — an estimated $110K sold.

CIBC Private Wealth Group first reported a position in SCHK in Q4 2022 and held it in 7 quarters. The position peaked at $397K in Q1 2023. 224 funds tracked by Wall St. Rank hold SCHK as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Schwab 1000 Index ETF position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 3,700 Schwab 1000 Index ETF shares in Q3 2025, an estimated $110K.
  • CIBC Private Wealth Group first reported a position in Schwab 1000 Index ETF in Q4 2022 and held it in 7 quarters.
  • CIBC Private Wealth Group's Schwab 1000 Index ETF position peaked at $397K in Q1 2023.
  • 224 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.